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 6-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 | $121,903 | $72,400+68.4% | $67,502+80.6% | $145,922-16.5% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 14.55% | 7182.46%-7167.9pp | 3512.12%-3497.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,424 | $3,069+11.5% | $2,731+25.4% | $4,660-26.5% |
| Participant deferral / active EE | $8,953 | $4,783+87.2% | $4,000+123.8% | $6,688+33.9% |
| Admin fee / account holder | $973 | $5,539-82.4% | $3,998-75.7% | $13,397-92.7% |