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 | $112,568 | $63,346+77.7% | $92,233+22.0% | $70,131+60.5% |
| Participation rate | 76.5% | 68.7%+7.8pp | 76.5%0pp | 69.5%+6.9pp |
| Annual return | 15.00% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,337 | $2,471+35.0% | $3,679-9.3% | $2,342+42.4% |
| Participant deferral / active EE | $6,059 | $2,854+112.3% | $3,897+55.5% | $3,332+81.9% |
| Admin fee / account holder | $2,982 | $3,840-22.3% | $5,194-42.6% | $4,645-35.8% |