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 | $104,555 | $183,963-43.2% | $162,163-35.5% | $152,861-31.6% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 18.54% | 150.76%-132.2pp | 115.59%-97.1pp | 345.32%-326.8pp |
| Employer contribution / active EE | $3,842 | $6,371-39.7% | $5,614-31.6% | $4,762-19.3% |
| Participant deferral / active EE | $7,039 | $8,034-12.4% | $7,298-3.5% | $5,850+20.3% |
| Admin fee / account holder | $1,601 | $13,121-87.8% | $10,843-85.2% | $11,596-86.2% |