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 | $100,445 | $85,766+17.1% | $136,294-26.3% | $70,131+43.2% |
| Participation rate | 86.2% | 74.2%+12.1pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 21.98% | 31.45%-9.5pp | 5155.94%-5134.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $3,216 | $2,966+8.4% | $4,695-31.5% | $2,342+37.3% |
| Participant deferral / active EE | $9,494 | $5,051+87.9% | $6,247+52.0% | $3,332+185.0% |
| Admin fee / account holder | $392 | $5,420-92.8% | $9,243-95.8% | $4,645-91.6% |