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 | $86,023 | $102,317-15.9% | $146,958-41.5% | $80,856+6.4% |
| Participation rate | 79.6% | 75.8%+3.8pp | 82.2%-2.6pp | 67.6%+12.0pp |
| Annual return | 13.87% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,962 | $3,713-20.2% | $4,933-40.0% | $2,755+7.5% |
| Participant deferral / active EE | $5,595 | $6,644-15.8% | $8,070-30.7% | $4,296+30.2% |
| Admin fee / account holder | $5,842 | $7,941-26.4% | $12,998-55.1% | $6,918-15.5% |