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 | $106,346 | $112,096-5.1% | $95,952+10.8% | $158,922-33.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.29% | 171.09%-163.8pp | 91.61%-84.3pp | 302.83%-295.5pp |
| Employer contribution / active EE | $4,759 | $3,198+48.8% | $2,541+87.3% | $4,7610% |
| Participant deferral / active EE | $3,082 | $4,784-35.6% | $4,167-26.0% | $5,982-48.5% |
| Admin fee / account holder | $6,052 | $10,130-40.3% | $6,795-10.9% | $11,246-46.2% |