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 | $81,512 | $96,635-15.7% | $86,612-5.9% | $139,434-41.5% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 18.36% | 106.41%-88.1pp | 591.07%-572.7pp | 372.94%-354.6pp |
| Employer contribution / active EE | $4,190 | $3,263+28.4% | $3,022+38.6% | $4,751-11.8% |
| Participant deferral / active EE | $8,734 | $4,836+80.6% | $4,438+96.8% | $6,710+30.2% |
| Admin fee / account holder | $6,426 | $6,408+0.3% | $5,614+14.5% | $11,403-43.6% |