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 | $99,202 | $77,145+28.6% | $108,410-8.5% | $85,850+15.6% |
| Participation rate | 97.0% | 74.7%+22.3pp | 80.1%+16.8pp | 69.3%+27.7pp |
| Annual return | 13.45% | 44.54%-31.1pp | 905.27%-891.8pp | 318.53%-305.1pp |
| Employer contribution / active EE | $4,110 | $2,379+72.8% | $3,558+15.5% | $2,565+60.2% |
| Participant deferral / active EE | $6,493 | $5,566+16.6% | $6,563-1.1% | $3,952+64.3% |
| Admin fee / account holder | $1,292 | $5,172-75.0% | $7,295-82.3% | $6,260-79.4% |