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 | $106,357 | $91,538+16.2% | $129,995-18.2% | $75,163+41.5% |
| Participation rate | 85.7% | 71.4%+14.3pp | 78.5%+7.2pp | 67.2%+18.5pp |
| Annual return | 14.13% | -631.11%+645.2pp | -137.18%+151.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,254 | $2,845-20.8% | $4,320-47.8% | $2,670-15.6% |
| Participant deferral / active EE | $4,413 | $4,341+1.6% | $5,820-24.2% | $4,125+7.0% |
| Admin fee / account holder | $14,788 | $6,790+117.8% | $10,614+39.3% | $5,651+161.7% |