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 | $110,307 | $115,770-4.7% | $101,248+8.9% | $158,922-30.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 15.92% | 56.14%-40.2pp | 46.47%-30.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,924 | $4,175-30.0% | $3,660-20.1% | $4,761-38.6% |
| Participant deferral / active EE | $11,794 | $4,957+137.9% | $4,370+169.9% | $5,982+97.1% |
| Admin fee / account holder | $823 | $7,245-88.6% | $5,945-86.2% | $11,246-92.7% |