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 | $106,691 | $115,770-7.8% | $101,248+5.4% | $158,922-32.9% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 14.77% | 56.14%-41.4pp | 46.47%-31.7pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,362 | $4,175-43.4% | $3,660-35.4% | $4,761-50.4% |
| Participant deferral / active EE | $8,871 | $4,957+78.9% | $4,370+103.0% | $5,982+48.3% |
| Admin fee / account holder | $311 | $7,245-95.7% | $5,945-94.8% | $11,246-97.2% |