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 | $94,768 | $91,552+3.5% | $133,956-29.3% | $79,858+18.7% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.6%+17.9pp |
| Annual return | 15.97% | 61.85%-45.9pp | 45.09%-29.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $8,120 | $2,384+240.7% | $3,919+107.2% | $2,471+228.6% |
| Participant deferral / active EE | $5,704 | $3,733+52.8% | $5,048+13.0% | $3,740+52.5% |
| Admin fee / account holder | $1,600 | $6,321-74.7% | $8,927-82.1% | $5,306-69.9% |