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 | $102,686 | $102,317+0.4% | $146,958-30.1% | $80,856+27.0% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.2%-10.4pp | 67.6%+4.2pp |
| Annual return | 12.02% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,596 | $3,713-30.1% | $4,933-47.4% | $2,755-5.8% |
| Participant deferral / active EE | $5,899 | $6,644-11.2% | $8,070-26.9% | $4,296+37.3% |
| Admin fee / account holder | $7,900 | $7,941-0.5% | $12,998-39.2% | $6,918+14.2% |