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 | $95,610 | $102,966-7.1% | $90,281+5.9% | $152,861-37.5% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 20.40% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,521 | $3,139-51.5% | $2,854-46.7% | $4,762-68.1% |
| Participant deferral / active EE | $3,065 | $4,281-28.4% | $3,885-21.1% | $5,850-47.6% |
| Admin fee / account holder | $639 | $6,171-89.6% | $5,351-88.1% | $11,596-94.5% |