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 | $127,897 | $105,181+21.6% | $159,436-19.8% | $85,850+49.0% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.8pp | 69.3%+27.4pp |
| Annual return | 12.66% | 45.07%-32.4pp | 263.57%-250.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,877 | $3,318-13.3% | $4,829-40.4% | $2,565+12.2% |
| Participant deferral / active EE | $6,461 | $5,945+8.7% | $7,352-12.1% | $3,952+63.5% |
| Admin fee / account holder | $2,773 | $6,933-60.0% | $10,799-74.3% | $6,260-55.7% |