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 | $78,688 | $115,770-32.0% | $101,248-22.3% | $158,922-50.5% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 19.27% | 56.14%-36.9pp | 46.47%-27.2pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,992 | $4,175-28.3% | $3,660-18.2% | $4,761-37.2% |
| Participant deferral / active EE | $8,481 | $4,957+71.1% | $4,370+94.1% | $5,982+41.8% |
| Admin fee / account holder | $560 | $7,245-92.3% | $5,945-90.6% | $11,246-95.0% |