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 | $112,515 | $105,998+6.1% | $92,233+22.0% | $147,584-23.8% |
| Participation rate | 82.6% | 80.4%+2.2pp | 76.5%+6.1pp | 82.8%-0.2pp |
| Annual return | 19.53% | 50.05%-30.5pp | 176.28%-156.8pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,167 | $4,333-73.1% | $3,679-68.3% | $4,876-76.1% |
| Participant deferral / active EE | $3,788 | $4,478-15.4% | $3,897-2.8% | $5,439-30.3% |
| Admin fee / account holder | $409 | $6,332-93.5% | $5,194-92.1% | $10,885-96.2% |