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 | $82,744 | $52,279+58.3% | $89,391-7.4% | $79,858+3.6% |
| Participation rate | 77.4% | 57.5%+19.8pp | 68.0%+9.4pp | 69.6%+7.7pp |
| Annual return | 20.49% | 22.16%-1.7pp | 245.62%-225.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $8,677 | $1,572+452.1% | $2,586+235.6% | $2,471+251.2% |
| Participant deferral / active EE | $8,177 | $2,740+198.4% | $3,890+110.2% | $3,740+118.6% |
| Admin fee / account holder | $3,717 | $3,356+10.7% | $4,881-23.9% | $5,306-30.0% |