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 | $100,179 | $91,190+9.9% | $178,490-43.9% | $79,858+25.4% |
| Participation rate | 94.4% | 69.2%+25.2pp | 81.9%+12.5pp | 69.6%+24.8pp |
| Annual return | 18.71% | 24.19%-5.5pp | 151.07%-132.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $4,372 | $3,256+34.3% | $5,011-12.7% | $2,471+77.0% |
| Participant deferral / active EE | $2,270 | $3,236-29.9% | $5,202-56.4% | $3,740-39.3% |
| Admin fee / account holder | $2,532 | $6,751-62.5% | $13,984-81.9% | $5,306-52.3% |