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 | $91,681 | $104,907-12.6% | $84,611+8.4% | $152,861-40.0% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.4%+7.6pp |
| Annual return | 34.71% | 373.79%-339.1pp | 258.74%-224.0pp | 345.32%-310.6pp |
| Employer contribution / active EE | $2,157 | $3,302-34.7% | $2,652-18.7% | $4,762-54.7% |
| Participant deferral / active EE | $9,357 | $4,688+99.6% | $3,899+140.0% | $5,850+59.9% |
| Admin fee / account holder | $3,176 | $6,241-49.1% | $4,912-35.4% | $11,596-72.6% |