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 | $91,335 | $63,346+44.2% | $92,233-1.0% | $70,131+30.2% |
| Participation rate | 81.6% | 68.7%+13.0pp | 76.5%+5.2pp | 69.5%+12.1pp |
| Annual return | 28.60% | 530.12%-501.5pp | 176.28%-147.7pp | 73.14%-44.5pp |
| Employer contribution / active EE | $1,211 | $2,471-51.0% | $3,679-67.1% | $2,342-48.3% |
| Participant deferral / active EE | $5,101 | $2,854+78.7% | $3,897+30.9% | $3,332+53.1% |
| Admin fee / account holder | $1,979 | $3,840-48.5% | $5,194-61.9% | $4,645-57.4% |