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 | $87,089 | $108,919-20.0% | $100,391-13.2% | $145,922-40.3% |
| Participation rate | 88.9% | 82.9%+6.0pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 18.19% | 57.88%-39.7pp | 49.20%-31.0pp | 561.29%-543.1pp |
| Employer contribution / active EE | $4,587 | $4,419+3.8% | $3,942+16.4% | $4,660-1.6% |
| Participant deferral / active EE | $13,559 | $8,445+60.6% | $8,082+67.8% | $6,688+102.7% |
| Admin fee / account holder | $4,782 | $9,689-50.6% | $7,899-39.5% | $13,397-64.3% |