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 | $95,415 | $96,635-1.3% | $86,612+10.2% | $139,434-31.6% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 19.16% | 106.41%-87.3pp | 591.07%-571.9pp | 372.94%-353.8pp |
| Employer contribution / active EE | $955 | $3,263-70.7% | $3,022-68.4% | $4,751-79.9% |
| Participant deferral / active EE | $3,424 | $4,836-29.2% | $4,438-22.8% | $6,710-49.0% |
| Admin fee / account holder | $853 | $6,408-86.7% | $5,614-84.8% | $11,403-92.5% |