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 | $99,444 | $111,724-11.0% | $93,606+6.2% | $145,922-31.9% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+8.0pp |
| Annual return | 10.31% | 202.98%-192.7pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $4,146 | $3,090+34.2% | $2,420+71.3% | $4,660-11.0% |
| Participant deferral / active EE | $7,559 | $4,912+53.9% | $4,411+71.3% | $6,688+13.0% |
| Admin fee / account holder | $4,557 | $10,250-55.5% | $8,285-45.0% | $13,397-66.0% |