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 | $95,101 | $118,680-19.9% | $98,907-3.8% | $158,922-40.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 17.68% | 372.35%-354.7pp | 196.43%-178.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,298 | $3,333-31.1% | $2,689-14.6% | $4,761-51.7% |
| Participant deferral / active EE | $4,591 | $5,088-9.8% | $4,244+8.2% | $5,982-23.3% |
| Admin fee / account holder | $5,196 | $10,131-48.7% | $6,642-21.8% | $11,246-53.8% |