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 | $80,667 | $89,355-9.7% | $141,162-42.9% | $72,985+10.5% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.8pp | 69.5%+24.8pp |
| Annual return | 60.88% | 111.85%-51.0pp | 71.39%-10.5pp | 81.00%-20.1pp |
| Employer contribution / active EE | $3,386 | $3,114+8.7% | $4,735-28.5% | $2,440+38.8% |
| Participant deferral / active EE | $17,823 | $5,418+229.0% | $6,709+165.7% | $3,607+394.1% |
| Admin fee / account holder | $11,976 | $5,958+101.0% | $10,261+16.7% | $5,124+133.7% |