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 | $87,615 | $176,056-50.2% | $159,436-45.0% | $167,490-47.7% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 10.52% | 331.75%-321.2pp | 263.57%-253.0pp | 478.56%-468.0pp |
| Employer contribution / active EE | $6,500 | $5,297+22.7% | $4,829+34.6% | $4,837+34.4% |
| Participant deferral / active EE | $11,320 | $7,750+46.1% | $7,352+54.0% | $6,341+78.5% |
| Admin fee / account holder | $3,540 | $12,554-71.8% | $10,799-67.2% | $12,309-71.2% |