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 | $100,965 | $105,181-4.0% | $159,436-36.7% | $85,850+17.6% |
| Participation rate | 70.4% | 75.8%-5.4pp | 82.8%-12.5pp | 69.3%+1.1pp |
| Annual return | 15.43% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,718 | $5,945-20.6% | $7,352-35.8% | $3,952+19.4% |
| Admin fee / account holder | $12,071 | $6,933+74.1% | $10,799+11.8% | $6,260+92.8% |