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 | $82,813 | $105,181-21.3% | $159,436-48.1% | $85,850-3.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.92% | 45.07%-32.2pp | 263.57%-250.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $3,292 | $3,318-0.8% | $4,829-31.8% | $2,565+28.3% |
| Participant deferral / active EE | $6,225 | $5,945+4.7% | $7,352-15.3% | $3,952+57.5% |
| Admin fee / account holder | $2,240 | $6,933-67.7% | $10,799-79.3% | $6,260-64.2% |