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 | $95,447 | $39,019+144.6% | $80,716+18.3% | $85,850+11.2% |
| Participation rate | 80.4% | 41.5%+38.9pp | 54.2%+26.3pp | 69.3%+11.1pp |
| Annual return | 12.71% | 26.27%-13.6pp | 87.28%-74.6pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,192 | $722+203.5% | $1,160+88.9% | $2,565-14.6% |
| Participant deferral / active EE | $4,948 | $1,326+273.2% | $2,146+130.6% | $3,952+25.2% |
| Admin fee / account holder | $8,783 | $2,431+261.3% | $3,380+159.9% | $6,260+40.3% |