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 | $97,241 | $106,890-9.0% | $84,015+15.7% | $152,861-36.4% |
| Participation rate | 95.8% | 75.2%+20.6pp | 69.0%+26.8pp | 82.4%+13.4pp |
| Annual return | 18.66% | 104.99%-86.3pp | 71.31%-52.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $3,738 | $2,734+36.7% | $1,983+88.4% | $4,762-21.5% |
| Participant deferral / active EE | $5,120 | $4,011+27.6% | $3,239+58.1% | $5,850-12.5% |
| Admin fee / account holder | $12,048 | $8,285+45.4% | $6,101+97.5% | $11,596+3.9% |