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 | $89,423 | $112,881-20.8% | $90,951-1.7% | $158,922-43.7% |
| Participation rate | 78.9% | 74.7%+4.2pp | 69.0%+9.9pp | 82.0%-3.0pp |
| Annual return | 16.79% | 215.79%-199.0pp | 134.60%-117.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,082 | $2,893-28.0% | $2,122-1.9% | $4,761-56.3% |
| Participant deferral / active EE | $4,164 | $4,128+0.9% | $3,373+23.5% | $5,982-30.4% |
| Admin fee / account holder | $1,452 | $8,041-81.9% | $5,959-75.6% | $11,246-87.1% |