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 | $97,568 | $112,096-13.0% | $95,952+1.7% | $158,922-38.6% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 16.60% | 171.09%-154.5pp | 91.61%-75.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $5,608 | $3,198+75.4% | $2,541+120.7% | $4,761+17.8% |
| Participant deferral / active EE | $15,913 | $4,784+232.6% | $4,167+281.9% | $5,982+166.0% |
| Admin fee / account holder | $13,905 | $10,130+37.3% | $6,795+104.6% | $11,246+23.6% |