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 | $80,724 | $91,538-11.8% | $129,995-37.9% | $75,163+7.4% |
| Participation rate | 90.0% | 71.4%+18.6pp | 78.5%+11.5pp | 67.2%+22.8pp |
| Annual return | 16.85% | -631.11%+648.0pp | -137.18%+154.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,671 | $2,845+29.0% | $4,320-15.0% | $2,670+37.5% |
| Participant deferral / active EE | $7,289 | $4,341+67.9% | $5,820+25.2% | $4,125+76.7% |
| Admin fee / account holder | $4,775 | $6,790-29.7% | $10,614-55.0% | $5,651-15.5% |