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 | $106,350 | $99,652+6.7% | $78,778+35.0% | $147,584-27.9% |
| Participation rate | 86.7% | 76.2%+10.4pp | 69.2%+17.5pp | 82.8%+3.8pp |
| Annual return | 14.08% | 47.28%-33.2pp | 35.62%-21.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $976 | $2,796-65.1% | $1,986-50.8% | $4,876-80.0% |
| Participant deferral / active EE | $3,582 | $3,664-2.2% | $2,958+21.1% | $5,439-34.1% |
| Admin fee / account holder | $615 | $7,155-91.4% | $5,134-88.0% | $10,885-94.4% |