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 | $106,052 | $102,616+3.3% | $81,983+29.4% | $158,922-33.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 41.06% | 61.04%-20.0pp | 41.31%-0.2pp | 302.83%-261.8pp |
| Employer contribution / active EE | $2,638 | $3,240-18.6% | $2,498+5.6% | $4,761-44.6% |
| Participant deferral / active EE | $5,189 | $4,648+11.6% | $3,722+39.4% | $5,982-13.3% |
| Admin fee / account holder | $989 | $8,235-88.0% | $5,664-82.5% | $11,246-91.2% |