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 | $98,204 | $99,079-0.9% | $77,999+25.9% | $273,961-64.2% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 8.33% | 217.93%-209.6pp | 425.96%-417.6pp | 41.45%-33.1pp |
| Employer contribution / active EE | $8,157 | $3,308+146.6% | $2,470+230.2% | $4,869+67.5% |
| Participant deferral / active EE | $12,469 | $4,306+189.6% | $3,497+256.6% | $5,287+135.8% |
| Admin fee / account holder | $12,982 | $8,954+45.0% | $5,480+136.9% | $10,132+28.1% |