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 | $112,427 | $98,750+13.9% | $149,696-24.9% | $79,858+40.8% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.5%-5.8pp | 69.6%+7.0pp |
| Annual return | 14.88% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,915 | $3,216-40.5% | $4,644-58.8% | $2,471-22.5% |
| Participant deferral / active EE | $4,061 | $5,680-28.5% | $6,842-40.6% | $3,740+8.6% |
| Admin fee / account holder | $11,226 | $6,053+85.5% | $9,309+20.6% | $5,306+111.6% |