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 | $76,000 | $74,888+1.5% | $71,209+6.7% | $142,382-46.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 17.05% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,134 | $2,854+9.8% | $2,721+15.2% | $4,299-27.1% |
| Participant deferral / active EE | $14,697 | $4,454+229.9% | $4,175+252.0% | $6,507+125.9% |
| Admin fee / account holder | $1,264 | $5,568-77.3% | $5,349-76.4% | $12,624-90.0% |