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 | $93,535 | $69,207+35.2% | $64,056+46.0% | $139,434-32.9% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 12.70% | 45.88%-33.2pp | 33.69%-21.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $4,355 | $3,182+36.9% | $2,747+58.6% | $4,751-8.3% |
| Participant deferral / active EE | $8,024 | $4,682+71.4% | $3,880+106.8% | $6,710+19.6% |
| Admin fee / account holder | $7,567 | $4,244+78.3% | $3,068+146.6% | $11,403-33.6% |