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 | $80,409 | $114,381-29.7% | $107,525-25.2% | $142,382-43.5% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 68.53% | 242.71%-174.2pp | 181.32%-112.8pp | 217.08%-148.5pp |
| Employer contribution / active EE | $3,909 | $4,015-2.6% | $3,754+4.1% | $4,299-9.1% |
| Participant deferral / active EE | $7,886 | $5,564+41.7% | $5,116+54.2% | $6,507+21.2% |
| Admin fee / account holder | $14,990 | $9,860+52.0% | $8,919+68.1% | $12,624+18.7% |