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 | $96,553 | $109,327-11.7% | $89,391+8.0% | $158,922-39.2% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 12.56% | 345.68%-333.1pp | 245.62%-233.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,188 | $3,170-62.5% | $2,586-54.1% | $4,761-75.1% |
| Participant deferral / active EE | $3,177 | $4,598-30.9% | $3,890-18.3% | $5,982-46.9% |
| Admin fee / account holder | $7,176 | $6,153+16.6% | $4,881+47.0% | $11,246-36.2% |