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 | $80,254 | $89,355-10.2% | $141,162-43.1% | $72,985+10.0% |
| Participation rate | 86.3% | 75.1%+11.2pp | 82.5%+3.8pp | 69.5%+16.8pp |
| Annual return | 52.70% | 111.85%-59.1pp | 71.39%-18.7pp | 81.00%-28.3pp |
| Employer contribution / active EE | $5,918 | $3,114+90.0% | $4,735+25.0% | $2,440+142.6% |
| Participant deferral / active EE | $4,441 | $5,418-18.0% | $6,709-33.8% | $3,607+23.1% |
| Admin fee / account holder | $1,983 | $5,958-66.7% | $10,261-80.7% | $5,124-61.3% |