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 | $98,915 | $89,753+10.2% | $107,525-8.0% | $84,808+16.6% |
| Participation rate | 70.4% | 68.1%+2.3pp | 75.1%-4.7pp | 68.3%+2.1pp |
| Annual return | 84.21% | 29.48%+54.7pp | 181.32%-97.1pp | 40.90%+43.3pp |
| Employer contribution / active EE | $2,600 | $3,113-16.5% | $3,754-30.7% | $2,631-1.2% |
| Participant deferral / active EE | $8,221 | $4,056+102.7% | $5,116+60.7% | $4,212+95.2% |
| Admin fee / account holder | $4,395 | $7,222-39.1% | $8,919-50.7% | $7,344-40.2% |