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 | $105,829 | $105,181+0.6% | $159,436-33.6% | $85,850+23.3% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.8%-12.8pp | 69.3%+0.7pp |
| Annual return | 15.41% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,663 | $3,318-19.7% | $4,829-44.9% | $2,565+3.8% |
| Participant deferral / active EE | $4,233 | $5,945-28.8% | $7,352-42.4% | $3,952+7.1% |
| Admin fee / account holder | $13,618 | $6,933+96.4% | $10,799+26.1% | $6,260+117.5% |