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 | $88,344 | $137,414-35.7% | $189,513-53.4% | $85,850+2.9% |
| Participation rate | 85.5% | 84.6%+0.8pp | 87.8%-2.4pp | 69.3%+16.1pp |
| Annual return | 14.79% | 38.14%-23.4pp | 555.15%-540.4pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,606 | $4,344-40.0% | $6,162-57.7% | $2,565+1.6% |
| Participant deferral / active EE | $5,739 | $6,260-8.3% | $8,221-30.2% | $3,952+45.2% |
| Admin fee / account holder | $7,309 | $8,630-15.3% | $12,045-39.3% | $6,260+16.8% |