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 | $79,244 | $100,773-21.4% | $88,946-10.9% | $142,382-44.3% |
| Participation rate | 95.5% | 74.3%+21.2pp | 68.8%+26.6pp | 80.1%+15.3pp |
| Annual return | 14.52% | 70.18%-55.7pp | 57.82%-43.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,310 | $2,918-55.1% | $2,555-48.7% | $4,299-69.5% |
| Participant deferral / active EE | $5,117 | $5,230-2.2% | $4,581+11.7% | $6,507-21.4% |
| Admin fee / account holder | $10,379 | $9,693+7.1% | $8,261+25.6% | $12,624-17.8% |