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 | $91,366 | $85,766+6.5% | $136,294-33.0% | $70,131+30.3% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 25.04% | 31.45%-6.4pp | 5155.94%-5130.9pp | 73.14%-48.1pp |
| Employer contribution / active EE | $2,326 | $2,966-21.6% | $4,695-50.5% | $2,342-0.7% |
| Participant deferral / active EE | $6,294 | $5,051+24.6% | $6,247+0.8% | $3,332+88.9% |
| Admin fee / account holder | $1,371 | $5,420-74.7% | $9,243-85.2% | $4,645-70.5% |