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 | $109,752 | $89,753+22.3% | $107,525+2.1% | $84,808+29.4% |
| Participation rate | 97.1% | 68.1%+29.1pp | 75.1%+22.1pp | 68.3%+28.8pp |
| Annual return | 123.60% | 29.48%+94.1pp | 181.32%-57.7pp | 40.90%+82.7pp |
| Employer contribution / active EE | $9,893 | $3,113+217.7% | $3,754+163.6% | $2,631+276.0% |
| Participant deferral / active EE | $3,175 | $4,056-21.7% | $5,116-37.9% | $4,212-24.6% |
| Admin fee / account holder | $6,275 | $7,222-13.1% | $8,919-29.6% | $7,344-14.6% |