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 | $86,325 | $183,963-53.1% | $162,163-46.8% | $152,861-43.5% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 31.53% | 150.76%-119.2pp | 115.59%-84.1pp | 345.32%-313.8pp |
| Employer contribution / active EE | $7,718 | $6,371+21.1% | $5,614+37.5% | $4,762+62.1% |
| Participant deferral / active EE | $12,356 | $8,034+53.8% | $7,298+69.3% | $5,850+111.2% |
| Admin fee / account holder | $699 | $13,121-94.7% | $10,843-93.6% | $11,596-94.0% |