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 | $102,418 | $88,751+15.4% | $81,812+25.2% | $145,922-29.8% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 12.74% | 1025.40%-1012.7pp | 773.79%-761.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,347 | $3,083+8.6% | $2,912+14.9% | $4,660-28.2% |
| Participant deferral / active EE | $5,326 | $4,643+14.7% | $4,319+23.3% | $6,688-20.4% |
| Admin fee / account holder | $860 | $8,415-89.8% | $7,386-88.4% | $13,397-93.6% |