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 | $88,894 | $106,890-16.8% | $84,015+5.8% | $152,861-41.8% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 22.96% | 104.99%-82.0pp | 71.31%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,988 | $2,734-27.3% | $1,983+0.2% | $4,762-58.3% |
| Participant deferral / active EE | $3,704 | $4,011-7.7% | $3,239+14.4% | $5,850-36.7% |
| Admin fee / account holder | $6,409 | $8,285-22.6% | $6,101+5.1% | $11,596-44.7% |