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 7-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 | $84,858 | $102,317-17.1% | $146,958-42.3% | $80,856+4.9% |
| Participation rate | 72.3% | 75.8%-3.5pp | 82.2%-9.8pp | 67.6%+4.7pp |
| Annual return | 25.05% | 134.76%-109.7pp | 418.34%-393.3pp | 35.59%-10.5pp |
| Employer contribution / active EE | $2,958 | $3,713-20.3% | $4,933-40.0% | $2,755+7.4% |
| Participant deferral / active EE | $6,462 | $6,644-2.7% | $8,070-19.9% | $4,296+50.4% |
| Admin fee / account holder | $2,153 | $7,941-72.9% | $12,998-83.4% | $6,918-68.9% |