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 | $66,410 | $109,881-39.6% | $150,045-55.7% | $84,808-21.7% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 52.14% | 28.25%+23.9pp | 62.55%-10.4pp | 40.90%+11.2pp |
| Employer contribution / active EE | $3,407 | $3,561-4.3% | $4,693-27.4% | $2,631+29.5% |
| Participant deferral / active EE | $8,136 | $6,636+22.6% | $7,997+1.7% | $4,212+93.2% |
| Admin fee / account holder | $917 | $8,568-89.3% | $13,435-93.2% | $7,344-87.5% |