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 | $102,339 | $105,181-2.7% | $159,436-35.8% | $85,850+19.2% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 15.51% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $4,234 | $3,318+27.6% | $4,829-12.3% | $2,565+65.1% |
| Participant deferral / active EE | $6,992 | $5,945+17.6% | $7,352-4.9% | $3,952+76.9% |
| Admin fee / account holder | $5,394 | $6,933-22.2% | $10,799-50.1% | $6,260-13.8% |