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 | $97,602 | $102,966-5.2% | $90,281+8.1% | $152,861-36.1% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.4%+10.4pp |
| Annual return | 24.03% | 95.16%-71.1pp | 78.10%-54.1pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,730 | $3,139-13.0% | $2,854-4.4% | $4,762-42.7% |
| Participant deferral / active EE | $7,167 | $4,281+67.4% | $3,885+84.5% | $5,850+22.5% |
| Admin fee / account holder | $18,966 | $6,171+207.4% | $5,351+254.4% | $11,596+63.5% |