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 | $79,400 | $98,750-19.6% | $149,696-47.0% | $79,858-0.6% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.5%+9.4pp | 69.6%+22.3pp |
| Annual return | 19.22% | 27.43%-8.2pp | 276.60%-257.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $3,882 | $3,216+20.7% | $4,644-16.4% | $2,471+57.1% |
| Participant deferral / active EE | $11,090 | $5,680+95.2% | $6,842+62.1% | $3,740+196.5% |
| Admin fee / account holder | $3,853 | $6,053-36.3% | $9,309-58.6% | $5,306-27.4% |