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 | $94,131 | $129,217-27.2% | $93,406+0.8% | $158,922-40.8% |
| Participation rate | 75.0% | 71.0%+4.0pp | 66.8%+8.2pp | 82.0%-7.0pp |
| Annual return | 12.25% | 118.21%-106.0pp | 78.05%-65.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,222 | $2,711+18.8% | $2,075+55.3% | $4,761-32.3% |
| Participant deferral / active EE | $7,846 | $3,909+100.7% | $3,126+151.0% | $5,982+31.2% |
| Admin fee / account holder | $6,232 | $7,383-15.6% | $5,230+19.2% | $11,246-44.6% |