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 | $84,630 | $98,750-14.3% | $149,696-43.5% | $79,858+6.0% |
| Participation rate | 72.6% | 75.8%-3.2pp | 82.5%-9.9pp | 69.6%+2.9pp |
| Annual return | 31.37% | 27.43%+3.9pp | 276.60%-245.2pp | 31.71%-0.3pp |
| Employer contribution / active EE | $1,154 | $3,216-64.1% | $4,644-75.1% | $2,471-53.3% |
| Participant deferral / active EE | $3,960 | $5,680-30.3% | $6,842-42.1% | $3,740+5.9% |
| Admin fee / account holder | $1,112 | $6,053-81.6% | $9,309-88.1% | $5,306-79.0% |