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 | $108,178 | $89,753+20.5% | $107,525+0.6% | $84,808+27.6% |
| Participation rate | 94.1% | 68.1%+26.1pp | 75.1%+19.0pp | 68.3%+25.8pp |
| Annual return | 25.18% | 29.48%-4.3pp | 181.32%-156.1pp | 40.90%-15.7pp |
| Employer contribution / active EE | $7,295 | $3,113+134.3% | $3,754+94.3% | $2,631+177.3% |
| Participant deferral / active EE | $7,909 | $4,056+95.0% | $5,116+54.6% | $4,212+87.8% |
| Admin fee / account holder | $1,186 | $7,222-83.6% | $8,919-86.7% | $7,344-83.9% |