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 | $85,114 | $105,181-19.1% | $159,436-46.6% | $85,850-0.9% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.8%+5.1pp | 69.3%+18.6pp |
| Annual return | 15.94% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $4,944 | $3,318+49.0% | $4,829+2.4% | $2,565+92.8% |
| Participant deferral / active EE | $5,253 | $5,945-11.6% | $7,352-28.5% | $3,952+32.9% |
| Admin fee / account holder | $444 | $6,933-93.6% | $10,799-95.9% | $6,260-92.9% |