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 | $79,149 | $72,400+9.3% | $67,502+17.3% | $145,922-45.8% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 17.34% | 7182.46%-7165.1pp | 3512.12%-3494.8pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,100 | $3,069+1.0% | $2,731+13.5% | $4,660-33.5% |
| Participant deferral / active EE | $5,023 | $4,783+5.0% | $4,000+25.6% | $6,688-24.9% |
| Admin fee / account holder | $1,979 | $5,539-64.3% | $3,998-50.5% | $13,397-85.2% |