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 | $97,319 | $107,934-9.8% | $91,989+5.8% | $152,861-36.3% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 25.19% | 89.24%-64.1pp | 69.02%-43.8pp | 345.32%-320.1pp |
| Employer contribution / active EE | $4,884 | $4,210+16.0% | $3,452+41.5% | $4,762+2.6% |
| Participant deferral / active EE | $14,010 | $6,364+120.1% | $5,923+136.5% | $5,850+139.5% |
| Admin fee / account holder | $4,095 | $10,520-61.1% | $7,743-47.1% | $11,596-64.7% |