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 | $96,502 | $104,907-8.0% | $84,611+14.1% | $152,861-36.9% |
| Participation rate | 91.7% | 74.8%+16.8pp | 68.2%+23.4pp | 82.4%+9.2pp |
| Annual return | 15.94% | 373.79%-357.8pp | 258.74%-242.8pp | 345.32%-329.4pp |
| Employer contribution / active EE | $5,544 | $3,302+67.9% | $2,652+109.0% | $4,762+16.4% |
| Participant deferral / active EE | $4,133 | $4,688-11.8% | $3,899+6.0% | $5,850-29.3% |
| Admin fee / account holder | $1,859 | $6,241-70.2% | $4,912-62.2% | $11,596-84.0% |