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 | $102,540 | $99,020+3.6% | $86,590+18.4% | $147,584-30.5% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 13.85% | 1312.34%-1298.5pp | 964.84%-951.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $7,235 | $3,132+131.0% | $2,839+154.8% | $4,876+48.4% |
| Participant deferral / active EE | $7,737 | $3,972+94.8% | $3,609+114.4% | $5,439+42.3% |
| Admin fee / account holder | $568 | $5,710-90.1% | $4,906-88.4% | $10,885-94.8% |