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 | $95,368 | $112,096-14.9% | $95,952-0.6% | $158,922-40.0% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 23.10% | 171.09%-148.0pp | 91.61%-68.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,515 | $3,198-52.6% | $2,541-40.4% | $4,761-68.2% |
| Participant deferral / active EE | $2,388 | $4,784-50.1% | $4,167-42.7% | $5,982-60.1% |
| Admin fee / account holder | $5,489 | $10,130-45.8% | $6,795-19.2% | $11,246-51.2% |