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 | $103,511 | $77,145+34.2% | $108,410-4.5% | $85,850+20.6% |
| Participation rate | 87.1% | 74.7%+12.4pp | 80.1%+7.0pp | 69.3%+17.8pp |
| Annual return | 30.33% | 44.54%-14.2pp | 905.27%-874.9pp | 318.53%-288.2pp |
| Employer contribution / active EE | $1,563 | $2,379-34.3% | $3,558-56.1% | $2,565-39.1% |
| Participant deferral / active EE | $4,421 | $5,566-20.6% | $6,563-32.6% | $3,952+11.9% |
| Admin fee / account holder | $1,075 | $5,172-79.2% | $7,295-85.3% | $6,260-82.8% |