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 | $86,312 | $108,919-20.8% | $100,391-14.0% | $145,922-40.9% |
| Participation rate | 95.5% | 82.9%+12.5pp | 81.5%+14.0pp | 80.3%+15.2pp |
| Annual return | 14.69% | 57.88%-43.2pp | 49.20%-34.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,815 | $4,419-36.3% | $3,942-28.6% | $4,660-39.6% |
| Participant deferral / active EE | $2,265 | $8,445-73.2% | $8,082-72.0% | $6,688-66.1% |
| Admin fee / account holder | $18,893 | $9,689+95.0% | $7,899+139.2% | $13,397+41.0% |