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 | $91,407 | $142,405-35.8% | $115,157-20.6% | $152,861-40.2% |
| Participation rate | 86.7% | 82.4%+4.3pp | 75.9%+10.8pp | 82.4%+4.2pp |
| Annual return | 20.67% | 41.48%-20.8pp | 35.60%-14.9pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,096 | $4,010-47.7% | $3,179-34.1% | $4,762-56.0% |
| Participant deferral / active EE | $4,957 | $5,164-4.0% | $4,168+18.9% | $5,850-15.3% |
| Admin fee / account holder | $10,065 | $8,462+18.9% | $7,088+42.0% | $11,596-13.2% |