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 | $93,576 | $109,982-14.9% | $97,226-3.8% | $145,922-35.9% |
| Participation rate | 92.9% | 75.9%+16.9pp | 72.7%+20.2pp | 80.3%+12.6pp |
| Annual return | 19.80% | 242.90%-223.1pp | 75.13%-55.3pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,071 | $3,084-65.3% | $2,729-60.7% | $4,660-77.0% |
| Participant deferral / active EE | $2,370 | $4,676-49.3% | $4,264-44.4% | $6,688-64.6% |
| Admin fee / account holder | $3,004 | $6,221-51.7% | $5,654-46.9% | $13,397-77.6% |