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 | $102,840 | $102,966-0.1% | $90,281+13.9% | $152,861-32.7% |
| Participation rate | 79.2% | 75.9%+3.3pp | 73.3%+5.9pp | 82.4%-3.3pp |
| Annual return | 17.31% | 95.16%-77.9pp | 78.10%-60.8pp | 345.32%-328.0pp |
| Employer contribution / active EE | $2,601 | $3,139-17.1% | $2,854-8.9% | $4,762-45.4% |
| Participant deferral / active EE | $4,649 | $4,281+8.6% | $3,885+19.7% | $5,850-20.5% |
| Admin fee / account holder | $1,793 | $6,171-70.9% | $5,351-66.5% | $11,596-84.5% |