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 | $102,344 | $101,317+1.0% | $146,958-30.4% | $74,495+37.4% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.2%-7.2pp | 67.2%+7.8pp |
| Annual return | 16.47% | 8730.91%-8714.4pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,409 | $3,810-10.5% | $4,933-30.9% | $2,623+30.0% |
| Participant deferral / active EE | $10,547 | $7,303+44.4% | $8,070+30.7% | $4,346+142.7% |
| Admin fee / account holder | $5,197 | $1,739+198.9% | $12,998-60.0% | $1,942+167.6% |