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 | $84,734 | $108,919-22.2% | $100,391-15.6% | $145,922-41.9% |
| Participation rate | 82.6% | 82.9%-0.3pp | 81.5%+1.1pp | 80.3%+2.3pp |
| Annual return | 15.00% | 57.88%-42.9pp | 49.20%-34.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,308 | $4,419-25.2% | $3,942-16.1% | $4,660-29.0% |
| Participant deferral / active EE | $7,473 | $8,445-11.5% | $8,082-7.5% | $6,688+11.7% |
| Admin fee / account holder | $3,573 | $9,689-63.1% | $7,899-54.8% | $13,397-73.3% |