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 | $98,909 | $93,373+5.9% | $152,466-35.1% | $85,850+15.2% |
| Participation rate | 72.5% | 70.1%+2.5pp | 78.2%-5.6pp | 69.3%+3.2pp |
| Annual return | 13.34% | 21.84%-8.5pp | 757.33%-744.0pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,896 | $2,996-3.3% | $4,327-33.1% | $2,565+12.9% |
| Participant deferral / active EE | $5,615 | $4,550+23.4% | $5,820-3.5% | $3,952+42.1% |
| Admin fee / account holder | $6,932 | $13,853-50.0% | $15,805-56.1% | $6,260+10.7% |