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 | $113,162 | $77,145+46.7% | $108,410+4.4% | $85,850+31.8% |
| Participation rate | 71.4% | 74.7%-3.2pp | 80.1%-8.7pp | 69.3%+2.1pp |
| Annual return | 17.31% | 44.54%-27.2pp | 905.27%-888.0pp | 318.53%-301.2pp |
| Employer contribution / active EE | $2,918 | $2,379+22.6% | $3,558-18.0% | $2,565+13.8% |
| Participant deferral / active EE | $5,144 | $5,566-7.6% | $6,563-21.6% | $3,952+30.2% |
| Admin fee / account holder | $2,720 | $5,172-47.4% | $7,295-62.7% | $6,260-56.5% |