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 | $83,603 | $85,202-1.9% | $172,739-51.6% | $72,985+14.5% |
| Participation rate | 76.1% | 70.1%+6.0pp | 82.6%-6.6pp | 69.5%+6.6pp |
| Annual return | 19.96% | 27.32%-7.4pp | 802.84%-782.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,294 | $3,324-61.1% | $5,143-74.8% | $2,440-47.0% |
| Participant deferral / active EE | $5,171 | $3,260+58.6% | $5,198-0.5% | $3,607+43.3% |
| Admin fee / account holder | $10,419 | $5,884+77.1% | $13,954-25.3% | $5,124+103.3% |