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 | $81,088 | $118,680-31.7% | $98,907-18.0% | $158,922-49.0% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 18.14% | 372.35%-354.2pp | 196.43%-178.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,528 | $3,333-24.1% | $2,689-6.0% | $4,761-46.9% |
| Participant deferral / active EE | $5,091 | $5,088+0.1% | $4,244+20.0% | $5,982-14.9% |
| Admin fee / account holder | $2,673 | $10,131-73.6% | $6,642-59.7% | $11,246-76.2% |