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 | $82,544 | $81,208+1.6% | $98,907-16.5% | $79,858+3.4% |
| Participation rate | 92.6% | 72.5%+20.1pp | 76.0%+16.6pp | 69.6%+23.0pp |
| Annual return | 16.49% | 60.99%-44.5pp | 196.43%-179.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,666 | $1,960-15.0% | $2,689-38.0% | $2,471-32.6% |
| Participant deferral / active EE | $3,736 | $3,265+14.4% | $4,244-12.0% | $3,740-0.1% |
| Admin fee / account holder | $524 | $6,013-91.3% | $6,642-92.1% | $5,306-90.1% |