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 | $109,838 | $91,552+20.0% | $133,956-18.0% | $79,858+37.5% |
| Participation rate | 90.6% | 73.3%+17.3pp | 79.8%+10.8pp | 69.6%+21.0pp |
| Annual return | 23.82% | 61.85%-38.0pp | 45.09%-21.3pp | 31.71%-7.9pp |
| Employer contribution / active EE | $13,638 | $2,384+472.2% | $3,919+248.0% | $2,471+451.9% |
| Participant deferral / active EE | $5,237 | $3,733+40.3% | $5,048+3.8% | $3,740+40.0% |
| Admin fee / account holder | $2,251 | $6,321-64.4% | $8,927-74.8% | $5,306-57.6% |