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 | $87,820 | $115,770-24.1% | $101,248-13.3% | $158,922-44.7% |
| Participation rate | 81.3% | 79.4%+1.9pp | 75.8%+5.4pp | 82.0%-0.7pp |
| Annual return | 15.59% | 56.14%-40.5pp | 46.47%-30.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $9,949 | $4,175+138.3% | $3,660+171.9% | $4,761+109.0% |
| Participant deferral / active EE | $9,949 | $4,957+100.7% | $4,370+127.7% | $5,982+66.3% |
| Admin fee / account holder | $2,542 | $7,245-64.9% | $5,945-57.2% | $11,246-77.4% |