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 9-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 | $90,109 | $79,449+13.4% | $189,557-52.5% | $85,850+5.0% |
| Participation rate | 77.4% | 66.0%+11.4pp | 78.4%-1.0pp | 69.3%+8.1pp |
| Annual return | 11.73% | 18.45%-6.7pp | 64.17%-52.4pp | 318.53%-306.8pp |
| Employer contribution / active EE | $542 | $2,081-74.0% | $4,412-87.7% | $2,565-78.9% |
| Participant deferral / active EE | $5,543 | $4,051+36.8% | $6,174-10.2% | $3,952+40.3% |
| Admin fee / account holder | $7,977 | $5,377+48.4% | $9,807-18.7% | $6,260+27.4% |