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 | $95,661 | $109,982-13.0% | $97,226-1.6% | $145,922-34.4% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 11.11% | 242.90%-231.8pp | 75.13%-64.0pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,002 | $3,084-35.1% | $2,729-26.6% | $4,660-57.0% |
| Participant deferral / active EE | $3,455 | $4,676-26.1% | $4,264-19.0% | $6,688-48.3% |
| Admin fee / account holder | $1,192 | $6,221-80.8% | $5,654-78.9% | $13,397-91.1% |