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 3-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 | $86,545 | $54,705+58.2% | $71,209+21.5% | $84,808+2.0% |
| Participation rate | 93.3% | 64.1%+29.3pp | 73.8%+19.6pp | 68.3%+25.0pp |
| Annual return | 28.19% | 35.90%-7.7pp | 282.51%-254.3pp | 40.90%-12.7pp |
| Employer contribution / active EE | $9,529 | $2,158+341.6% | $2,721+250.2% | $2,631+262.2% |
| Participant deferral / active EE | $18,815 | $3,030+520.9% | $4,175+350.6% | $4,212+346.7% |
| Admin fee / account holder | $3,793 | $4,863-22.0% | $5,349-29.1% | $7,344-48.4% |