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 | $96,153 | $106,890-10.0% | $84,015+14.4% | $152,861-37.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 23.97% | 104.99%-81.0pp | 71.31%-47.3pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,144 | $2,734-21.6% | $1,983+8.1% | $4,762-55.0% |
| Participant deferral / active EE | $5,609 | $4,011+39.8% | $3,239+73.2% | $5,850-4.1% |
| Admin fee / account holder | $3,733 | $8,285-54.9% | $6,101-38.8% | $11,596-67.8% |