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 | $89,813 | $183,519-51.1% | $155,509-42.2% | $145,922-38.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 24.65% | 61.17%-36.5pp | 64.67%-40.0pp | 561.29%-536.6pp |
| Employer contribution / active EE | $12,706 | $5,313+139.2% | $4,672+171.9% | $4,660+172.7% |
| Participant deferral / active EE | $11,823 | $6,462+82.9% | $5,626+110.1% | $6,688+76.8% |
| Admin fee / account holder | $393 | $19,313-98.0% | $15,912-97.5% | $13,397-97.1% |