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 | $104,515 | $111,724-6.5% | $93,606+11.7% | $145,922-28.4% |
| Participation rate | 72.2% | 74.2%-2.0pp | 68.7%+3.5pp | 80.3%-8.1pp |
| Annual return | 18.50% | 202.98%-184.5pp | 133.20%-114.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,553 | $3,090-17.4% | $2,420+5.5% | $4,660-45.2% |
| Participant deferral / active EE | $8,279 | $4,912+68.5% | $4,411+87.7% | $6,688+23.8% |
| Admin fee / account holder | $13,229 | $10,250+29.1% | $8,285+59.7% | $13,397-1.3% |