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 | $91,252 | $96,635-5.6% | $86,612+5.4% | $139,434-34.6% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 23.37% | 106.41%-83.0pp | 591.07%-567.7pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,225 | $3,263-31.8% | $3,022-26.4% | $4,751-53.2% |
| Participant deferral / active EE | $3,084 | $4,836-36.2% | $4,438-30.5% | $6,710-54.0% |
| Admin fee / account holder | $1,596 | $6,408-75.1% | $5,614-71.6% | $11,403-86.0% |