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 | $111,087 | $102,317+8.6% | $146,958-24.4% | $80,856+37.4% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 15.49% | 134.76%-119.3pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,938 | $3,713-20.9% | $4,933-40.4% | $2,755+6.7% |
| Participant deferral / active EE | $8,316 | $6,644+25.2% | $8,070+3.0% | $4,296+93.6% |
| Admin fee / account holder | $3,372 | $7,941-57.5% | $12,998-74.1% | $6,918-51.3% |