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 | $83,081 | $99,985-16.9% | $146,665-43.4% | $85,850-3.2% |
| Participation rate | 88.6% | 73.1%+15.6pp | 80.1%+8.6pp | 69.3%+19.3pp |
| Annual return | 36.09% | 18.93%+17.2pp | 22.74%+13.3pp | 318.53%-282.4pp |
| Employer contribution / active EE | $4,460 | $2,559+74.3% | $4,136+7.8% | $2,565+73.9% |
| Participant deferral / active EE | $2,047 | $4,006-48.9% | $5,506-62.8% | $3,952-48.2% |
| Admin fee / account holder | $1,703 | $7,702-77.9% | $10,280-83.4% | $6,260-72.8% |