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 | $98,894 | $107,334-7.9% | $92,893+6.5% | $152,861-35.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 37.46% | 145.58%-108.1pp | 109.41%-72.0pp | 345.32%-307.9pp |
| Employer contribution / active EE | $2,936 | $4,221-30.4% | $3,653-19.6% | $4,762-38.3% |
| Participant deferral / active EE | $5,824 | $4,845+20.2% | $4,236+37.5% | $5,850-0.4% |
| Admin fee / account holder | $18,668 | $7,079+163.7% | $5,794+222.2% | $11,596+61.0% |