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 | $108,936 | $63,346+72.0% | $92,233+18.1% | $70,131+55.3% |
| Participation rate | 90.7% | 68.7%+22.0pp | 76.5%+14.2pp | 69.5%+21.2pp |
| Annual return | 17.83% | 530.12%-512.3pp | 176.28%-158.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,772 | $2,471+12.2% | $3,679-24.7% | $2,342+18.3% |
| Participant deferral / active EE | $4,558 | $2,854+59.7% | $3,897+17.0% | $3,332+36.8% |
| Admin fee / account holder | $2,298 | $3,840-40.2% | $5,194-55.7% | $4,645-50.5% |