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 | $85,361 | $99,079-13.8% | $77,999+9.4% | $273,961-68.8% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.5%+18.6pp | 83.0%+11.1pp |
| Annual return | 6.22% | 217.93%-211.7pp | 425.96%-419.7pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,766 | $3,308-16.4% | $2,470+12.0% | $4,869-43.2% |
| Participant deferral / active EE | $2,690 | $4,306-37.5% | $3,497-23.1% | $5,287-49.1% |
| Admin fee / account holder | $701 | $8,954-92.2% | $5,480-87.2% | $10,132-93.1% |