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 | $81,046 | $106,890-24.2% | $84,015-3.5% | $152,861-47.0% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.4%+11.3pp |
| Annual return | 19.91% | 104.99%-85.1pp | 71.31%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,167 | $2,734-20.7% | $1,983+9.3% | $4,762-54.5% |
| Participant deferral / active EE | $3,991 | $4,011-0.5% | $3,239+23.2% | $5,850-31.8% |
| Admin fee / account holder | $14,574 | $8,285+75.9% | $6,101+138.9% | $11,596+25.7% |