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 | $104,488 | $109,327-4.4% | $89,391+16.9% | $158,922-34.3% |
| Participation rate | 76.9% | 74.3%+2.7pp | 68.0%+8.9pp | 82.0%-5.0pp |
| Annual return | 14.56% | 345.68%-331.1pp | 245.62%-231.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,984 | $3,170-37.4% | $2,586-23.3% | $4,761-58.3% |
| Participant deferral / active EE | $6,316 | $4,598+37.4% | $3,890+62.4% | $5,982+5.6% |
| Admin fee / account holder | $1,679 | $6,153-72.7% | $4,881-65.6% | $11,246-85.1% |