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 | $93,894 | $102,966-8.8% | $90,281+4.0% | $152,861-38.6% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 25.23% | 95.16%-69.9pp | 78.10%-52.9pp | 345.32%-320.1pp |
| Employer contribution / active EE | $3,574 | $3,139+13.9% | $2,854+25.2% | $4,762-25.0% |
| Participant deferral / active EE | $8,894 | $4,281+107.7% | $3,885+128.9% | $5,850+52.0% |
| Admin fee / account holder | $3,292 | $6,171-46.7% | $5,351-38.5% | $11,596-71.6% |