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 | $92,068 | $81,208+13.4% | $98,907-6.9% | $79,858+15.3% |
| Participation rate | 81.8% | 72.5%+9.3pp | 76.0%+5.8pp | 69.6%+12.2pp |
| Annual return | 21.85% | 60.99%-39.1pp | 196.43%-174.6pp | 31.71%-9.9pp |
| Employer contribution / active EE | $2,180 | $1,960+11.3% | $2,689-18.9% | $2,471-11.8% |
| Participant deferral / active EE | $5,666 | $3,265+73.6% | $4,244+33.5% | $3,740+51.5% |
| Admin fee / account holder | $7,834 | $6,013+30.3% | $6,642+18.0% | $5,306+47.6% |