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 | $93,300 | $24,730+277.3% | $66,042+41.3% | $84,808+10.0% |
| Participation rate | 93.5% | 68.1%+25.5pp | 67.5%+26.0pp | 68.3%+25.2pp |
| Annual return | 15.56% | 79.55%-64.0pp | 52.11%-36.6pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,507 | $1,737+101.9% | $2,835+23.7% | $4,212-16.7% |
| Admin fee / account holder | $939 | $3,014-68.8% | $5,747-83.7% | $7,344-87.2% |