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 | $108,689 | $105,181+3.3% | $159,436-31.8% | $85,850+26.6% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.8%+6.5pp | 69.3%+20.0pp |
| Annual return | 15.55% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $6,204 | $3,318+87.0% | $4,829+28.5% | $2,565+141.9% |
| Participant deferral / active EE | $3,045 | $5,945-48.8% | $7,352-58.6% | $3,952-22.9% |
| Admin fee / account holder | $6,540 | $6,933-5.7% | $10,799-39.4% | $6,260+4.5% |