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 | $22,700 | $135,952-83.3% | $123,892-81.7% | $273,961-91.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 100.16% | 56.63%+43.5pp | 47.52%+52.6pp | 41.45%+58.7pp |
| Employer contribution / active EE | $4,239 | $5,170-18.0% | $4,617-8.2% | $4,869-12.9% |
| Participant deferral / active EE | $6,507 | $6,343+2.6% | $5,984+8.7% | $5,287+23.1% |
| Admin fee / account holder | $594 | $9,817-94.0% | $8,357-92.9% | $10,132-94.1% |