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 9-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 | $110,566 | $109,881+0.6% | $150,045-26.3% | $84,808+30.4% |
| Participation rate | 89.5% | 76.1%+13.4pp | 82.3%+7.2pp | 68.3%+21.2pp |
| Annual return | 71.38% | 28.25%+43.1pp | 62.55%+8.8pp | 40.90%+30.5pp |
| Employer contribution / active EE | $5,910 | $3,561+65.9% | $4,693+25.9% | $2,631+124.6% |
| Participant deferral / active EE | $5,664 | $6,636-14.6% | $7,997-29.2% | $4,212+34.5% |
| Admin fee / account holder | $2,999 | $8,568-65.0% | $13,435-77.7% | $7,344-59.2% |