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 | $90,434 | $109,982-17.8% | $97,226-7.0% | $145,922-38.0% |
| Participation rate | 81.3% | 75.9%+5.3pp | 72.7%+8.6pp | 80.3%+1.0pp |
| Annual return | 14.33% | 242.90%-228.6pp | 75.13%-60.8pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,681 | $3,084-13.0% | $2,729-1.7% | $4,660-42.5% |
| Participant deferral / active EE | $2,483 | $4,676-46.9% | $4,264-41.8% | $6,688-62.9% |
| Admin fee / account holder | $7,950 | $6,221+27.8% | $5,654+40.6% | $13,397-40.7% |