See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,240 | $137,414-32.9% | $189,513-51.3% | $85,850+7.4% |
| Participation rate | 72.0% | 84.6%-12.6pp | 87.8%-15.8pp | 69.3%+2.7pp |
| Annual return | 17.38% | 38.14%-20.8pp | 555.15%-537.8pp | 318.53%-301.2pp |
| Employer contribution / active EE | $1,592 | $4,344-63.4% | $6,162-74.2% | $2,565-37.9% |
| Participant deferral / active EE | $5,472 | $6,260-12.6% | $8,221-33.4% | $3,952+38.5% |
| Admin fee / account holder | $2,785 | $8,630-67.7% | $12,045-76.9% | $6,260-55.5% |