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 | $95,199 | $77,145+23.4% | $108,410-12.2% | $85,850+10.9% |
| Participation rate | 84.6% | 74.7%+9.9pp | 80.1%+4.5pp | 69.3%+15.3pp |
| Annual return | 17.52% | 44.54%-27.0pp | 905.27%-887.8pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,992 | $2,379+25.7% | $3,558-15.9% | $2,565+16.6% |
| Participant deferral / active EE | $7,466 | $5,566+34.1% | $6,563+13.8% | $3,952+88.9% |
| Admin fee / account holder | $1,694 | $5,172-67.3% | $7,295-76.8% | $6,260-72.9% |