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 | $120,459 | $99,020+21.7% | $86,590+39.1% | $147,584-18.4% |
| Participation rate | 78.3% | 76.3%+1.9pp | 73.5%+4.7pp | 82.8%-4.6pp |
| Annual return | 16.04% | 1312.34%-1296.3pp | 964.84%-948.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $808 | $3,132-74.2% | $2,839-71.6% | $4,876-83.4% |
| Participant deferral / active EE | $3,852 | $3,972-3.0% | $3,609+6.7% | $5,439-29.2% |
| Admin fee / account holder | $1,389 | $5,710-75.7% | $4,906-71.7% | $10,885-87.2% |