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 | $99,629 | $112,881-11.7% | $90,951+9.5% | $158,922-37.3% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 9.11% | 215.79%-206.7pp | 134.60%-125.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $2,219 | $2,893-23.3% | $2,122+4.6% | $4,761-53.4% |
| Participant deferral / active EE | $4,725 | $4,128+14.5% | $3,373+40.1% | $5,982-21.0% |
| Admin fee / account holder | $3,090 | $8,041-61.6% | $5,959-48.1% | $11,246-72.5% |