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 | $105,962 | $107,334-1.3% | $92,893+14.1% | $152,861-30.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 16.28% | 145.58%-129.3pp | 109.41%-93.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,712 | $4,221-59.4% | $3,653-53.1% | $4,762-64.0% |
| Participant deferral / active EE | $3,272 | $4,845-32.5% | $4,236-22.8% | $5,850-44.1% |
| Admin fee / account holder | $995 | $7,079-85.9% | $5,794-82.8% | $11,596-91.4% |