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 | $93,509 | $105,998-11.8% | $92,233+1.4% | $147,584-36.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 23.00% | 50.05%-27.0pp | 176.28%-153.3pp | 578.55%-555.5pp |
| Employer contribution / active EE | $5,755 | $4,333+32.8% | $3,679+56.4% | $4,876+18.0% |
| Participant deferral / active EE | $10,160 | $4,478+126.9% | $3,897+160.7% | $5,439+86.8% |
| Admin fee / account holder | $7,110 | $6,332+12.3% | $5,194+36.9% | $10,885-34.7% |