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 | $93,049 | $105,181-11.5% | $159,436-41.6% | $85,850+8.4% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.8%+2.4pp | 69.3%+15.9pp |
| Annual return | 21.06% | 45.07%-24.0pp | 263.57%-242.5pp | 318.53%-297.5pp |
| Employer contribution / active EE | $3,798 | $3,318+14.4% | $4,829-21.4% | $2,565+48.1% |
| Participant deferral / active EE | $9,170 | $5,945+54.3% | $7,352+24.7% | $3,952+132.1% |
| Admin fee / account holder | $830 | $6,933-88.0% | $10,799-92.3% | $6,260-86.7% |