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 | $101,394 | $90,348+12.2% | $75,972+33.5% | $145,922-30.5% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.1%+3.7pp | 80.3%-7.5pp |
| Annual return | 14.01% | 620.88%-606.9pp | 359.55%-345.5pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,465 | $3,311-55.8% | $2,685-45.4% | $4,660-68.6% |
| Participant deferral / active EE | $3,821 | $5,162-26.0% | $4,255-10.2% | $6,688-42.9% |
| Admin fee / account holder | $9,456 | $8,467+11.7% | $6,467+46.2% | $13,397-29.4% |