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 | $83,457 | $137,414-39.3% | $189,513-56.0% | $85,850-2.8% |
| Participation rate | 92.9% | 84.6%+8.2pp | 87.8%+5.1pp | 69.3%+23.5pp |
| Annual return | 27.02% | 38.14%-11.1pp | 555.15%-528.1pp | 318.53%-291.5pp |
| Employer contribution / active EE | $3,777 | $4,344-13.1% | $6,162-38.7% | $2,565+47.2% |
| Participant deferral / active EE | $5,325 | $6,260-14.9% | $8,221-35.2% | $3,952+34.8% |
| Admin fee / account holder | $2,382 | $8,630-72.4% | $12,045-80.2% | $6,260-61.9% |