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 | $93,991 | $99,985-6.0% | $146,665-35.9% | $85,850+9.5% |
| Participation rate | 75.0% | 73.1%+1.9pp | 80.1%-5.1pp | 69.3%+5.7pp |
| Annual return | 17.51% | 18.93%-1.4pp | 22.74%-5.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $3,084 | $2,559+20.6% | $4,136-25.4% | $2,565+20.2% |
| Participant deferral / active EE | $8,414 | $4,006+110.0% | $5,506+52.8% | $3,952+112.9% |
| Admin fee / account holder | $2,900 | $7,702-62.3% | $10,280-71.8% | $6,260-53.7% |