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 | $86,922 | $99,020-12.2% | $86,590+0.4% | $147,584-41.1% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 15.17% | 1312.34%-1297.2pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $3,148 | $3,132+0.5% | $2,839+10.9% | $4,876-35.4% |
| Participant deferral / active EE | $3,690 | $3,972-7.1% | $3,609+2.3% | $5,439-32.1% |
| Admin fee / account holder | $4,993 | $5,710-12.6% | $4,906+1.8% | $10,885-54.1% |