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 | $126,567 | $105,181+20.3% | $159,436-20.6% | $85,850+47.4% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.8%+8.7pp | 69.3%+22.2pp |
| Annual return | 14.54% | 45.07%-30.5pp | 263.57%-249.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $3,942 | $3,318+18.8% | $4,829-18.4% | $2,565+53.7% |
| Participant deferral / active EE | $6,388 | $5,945+7.4% | $7,352-13.1% | $3,952+61.6% |
| Admin fee / account holder | $5,641 | $6,933-18.6% | $10,799-47.8% | $6,260-9.9% |