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 | $92,353 | $105,998-12.9% | $92,233+0.1% | $147,584-37.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 12.82% | 50.05%-37.2pp | 176.28%-163.5pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,162 | $4,333-73.2% | $3,679-68.4% | $4,876-76.2% |
| Participant deferral / active EE | $2,457 | $4,478-45.1% | $3,897-37.0% | $5,439-54.8% |
| Admin fee / account holder | $2,059 | $6,332-67.5% | $5,194-60.4% | $10,885-81.1% |