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 | $83,144 | $78,422+6.0% | $95,952-13.3% | $79,858+4.1% |
| Participation rate | 80.8% | 73.5%+7.3pp | 77.1%+3.7pp | 69.6%+11.1pp |
| Annual return | 13.69% | 19.37%-5.7pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $5,376 | $1,945+176.4% | $2,541+111.6% | $2,471+117.6% |
| Participant deferral / active EE | $5,014 | $3,440+45.8% | $4,167+20.3% | $3,740+34.1% |
| Admin fee / account holder | $11,285 | $5,622+100.7% | $6,795+66.1% | $5,306+112.7% |