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 | $83,454 | $91,190-8.5% | $178,490-53.2% | $79,858+4.5% |
| Participation rate | 74.2% | 69.2%+5.0pp | 81.9%-7.7pp | 69.6%+4.6pp |
| Annual return | 11.25% | 24.19%-12.9pp | 151.07%-139.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $2,223 | $3,256-31.7% | $5,011-55.6% | $2,471-10.0% |
| Participant deferral / active EE | $4,884 | $3,236+50.9% | $5,202-6.1% | $3,740+30.6% |
| Admin fee / account holder | $2,640 | $6,751-60.9% | $13,984-81.1% | $5,306-50.2% |