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 | $107,316 | $115,770-7.3% | $101,248+6.0% | $158,922-32.5% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 9.68% | 56.14%-46.5pp | 46.47%-36.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $4,943 | $4,175+18.4% | $3,660+35.1% | $4,761+3.8% |
| Participant deferral / active EE | $14,983 | $4,957+202.2% | $4,370+242.8% | $5,982+150.5% |
| Admin fee / account holder | $597 | $7,245-91.8% | $5,945-90.0% | $11,246-94.7% |