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 6-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 | $95,102 | $105,181-9.6% | $159,436-40.4% | $85,850+10.8% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.8%-6.4pp | 69.3%+7.2pp |
| Annual return | 14.06% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $2,106 | $3,318-36.5% | $4,829-56.4% | $2,565-17.9% |
| Participant deferral / active EE | $5,748 | $5,945-3.3% | $7,352-21.8% | $3,952+45.5% |
| Admin fee / account holder | $950 | $6,933-86.3% | $10,799-91.2% | $6,260-84.8% |