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 | $101,648 | $102,616-0.9% | $81,983+24.0% | $158,922-36.0% |
| Participation rate | 91.7% | 75.5%+16.1pp | 69.2%+22.4pp | 82.0%+9.7pp |
| Annual return | 12.64% | 61.04%-48.4pp | 41.31%-28.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,541 | $3,240-21.6% | $2,498+1.7% | $4,761-46.6% |
| Participant deferral / active EE | $5,996 | $4,648+29.0% | $3,722+61.1% | $5,982+0.2% |
| Admin fee / account holder | $625 | $8,235-92.4% | $5,664-89.0% | $11,246-94.4% |