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 | $95,380 | $100,041-4.7% | $149,718-36.3% | $70,131+36.0% |
| Participation rate | 86.5% | 83.6%+2.9pp | 87.1%-0.6pp | 69.5%+16.9pp |
| Annual return | 16.72% | 27.43%-10.7pp | 1501.63%-1484.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,618 | $3,662+26.1% | $5,445-15.2% | $2,342+97.1% |
| Participant deferral / active EE | $9,508 | $4,983+90.8% | $6,569+44.7% | $3,332+185.4% |
| Admin fee / account holder | $4,567 | $8,286-44.9% | $11,283-59.5% | $4,645-1.7% |