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 | $103,635 | $99,020+4.7% | $86,590+19.7% | $147,584-29.8% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 18.22% | 1312.34%-1294.1pp | 964.84%-946.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,982 | $3,132-4.8% | $2,839+5.0% | $4,876-38.8% |
| Participant deferral / active EE | $7,107 | $3,972+78.9% | $3,609+96.9% | $5,439+30.7% |
| Admin fee / account holder | $1,083 | $5,710-81.0% | $4,906-77.9% | $10,885-90.1% |