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 | $107,566 | $118,680-9.4% | $98,907+8.8% | $158,922-32.3% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 19.07% | 372.35%-353.3pp | 196.43%-177.4pp | 302.83%-283.8pp |
| Employer contribution / active EE | $902 | $3,333-72.9% | $2,689-66.4% | $4,761-81.0% |
| Participant deferral / active EE | $3,560 | $5,088-30.0% | $4,244-16.1% | $5,982-40.5% |
| Admin fee / account holder | $663 | $10,131-93.5% | $6,642-90.0% | $11,246-94.1% |