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 | $108,240 | $95,561+13.3% | $77,163+40.3% | $139,434-22.4% |
| Participation rate | 71.4% | 73.9%-2.5pp | 69.6%+1.9pp | 80.3%-8.9pp |
| Annual return | 13.84% | 54.92%-41.1pp | 37.87%-24.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,677 | $3,147-46.7% | $2,535-33.8% | $4,751-64.7% |
| Participant deferral / active EE | $3,476 | $4,624-24.8% | $3,833-9.3% | $6,710-48.2% |
| Admin fee / account holder | $538 | $8,295-93.5% | $5,472-90.2% | $11,403-95.3% |