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 | $78,200 | $159,901-51.1% | $146,958-46.8% | $145,922-46.4% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 15.04% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $6,087 | $5,286+15.2% | $4,933+23.4% | $4,660+30.6% |
| Participant deferral / active EE | $5,859 | $8,428-30.5% | $8,070-27.4% | $6,688-12.4% |
| Admin fee / account holder | $1,611 | $15,044-89.3% | $12,998-87.6% | $13,397-88.0% |