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 | $104,505 | $112,096-6.8% | $95,952+8.9% | $158,922-34.2% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 20.74% | 171.09%-150.4pp | 91.61%-70.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,455 | $3,198-23.2% | $2,541-3.4% | $4,761-48.4% |
| Participant deferral / active EE | $5,198 | $4,784+8.7% | $4,167+24.7% | $5,982-13.1% |
| Admin fee / account holder | $4,398 | $10,130-56.6% | $6,795-35.3% | $11,246-60.9% |