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 | $86,291 | $148,534-41.9% | $135,903-36.5% | $139,434-38.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 33.64% | 79.19%-45.6pp | 68.23%-34.6pp | 372.94%-339.3pp |
| Employer contribution / active EE | $6,230 | $5,243+18.8% | $4,856+28.3% | $4,751+31.1% |
| Participant deferral / active EE | $10,948 | $8,100+35.2% | $7,758+41.1% | $6,710+63.2% |
| Admin fee / account holder | $26,966 | $12,400+117.5% | $10,762+150.6% | $11,403+136.5% |