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 | $106,282 | $102,317+3.9% | $146,958-27.7% | $80,856+31.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 16.30% | 134.76%-118.5pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,746 | $3,713+27.8% | $4,933-3.8% | $2,755+72.3% |
| Participant deferral / active EE | $7,375 | $6,644+11.0% | $8,070-8.6% | $4,296+71.7% |
| Admin fee / account holder | $1,312 | $7,941-83.5% | $12,998-89.9% | $6,918-81.0% |