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 | $86,621 | $78,422+10.5% | $95,952-9.7% | $79,858+8.5% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 12.41% | 19.37%-7.0pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $4,977 | $1,945+155.9% | $2,541+95.9% | $2,471+101.4% |
| Participant deferral / active EE | $3,190 | $3,440-7.3% | $4,167-23.4% | $3,740-14.7% |
| Admin fee / account holder | $6,046 | $5,622+7.5% | $6,795-11.0% | $5,306+13.9% |