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 8-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 | $93,613 | $56,053+67.0% | $75,972+23.2% | $80,856+15.8% |
| Participation rate | 92.5% | 62.0%+30.4pp | 69.1%+23.4pp | 67.6%+24.8pp |
| Annual return | 13.57% | 20.53%-7.0pp | 359.55%-346.0pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,010 | $1,874+167.3% | $2,685+86.6% | $2,755+81.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,110 | $5,234-40.6% | $6,467-51.9% | $6,918-55.0% |