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 | $102,747 | $165,984-38.1% | $164,813-37.7% | $145,922-29.6% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.2pp |
| Annual return | 30.37% | 100.03%-69.7pp | 69.93%-39.6pp | 561.29%-530.9pp |
| Employer contribution / active EE | $6,392 | $5,273+21.2% | $4,341+47.2% | $4,660+37.2% |
| Participant deferral / active EE | $12,692 | $6,959+82.4% | $6,031+110.4% | $6,688+89.8% |
| Admin fee / account holder | $14,391 | $16,648-13.6% | $12,690+13.4% | $13,397+7.4% |