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 | $89,536 | $109,327-18.1% | $89,391+0.2% | $158,922-43.7% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 17.24% | 345.68%-328.4pp | 245.62%-228.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,279 | $3,170-28.1% | $2,586-11.9% | $4,761-52.1% |
| Participant deferral / active EE | $6,427 | $4,598+39.8% | $3,890+65.2% | $5,982+7.4% |
| Admin fee / account holder | $502 | $6,153-91.8% | $4,881-89.7% | $11,246-95.5% |