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 | $99,401 | $99,079+0.3% | $77,999+27.4% | $273,961-63.7% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.5%+18.9pp | 83.0%+11.4pp |
| Annual return | 9.37% | 217.93%-208.6pp | 425.96%-416.6pp | 41.45%-32.1pp |
| Employer contribution / active EE | $670 | $3,308-79.7% | $2,470-72.9% | $4,869-86.2% |
| Participant deferral / active EE | $3,622 | $4,306-15.9% | $3,497+3.6% | $5,287-31.5% |
| Admin fee / account holder | $1,864 | $8,954-79.2% | $5,480-66.0% | $10,132-81.6% |