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 | $96,743 | $157,256-38.5% | $141,162-31.5% | $152,861-36.7% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 24.17% | 64.32%-40.2pp | 71.39%-47.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $8,083 | $5,261+53.6% | $4,735+70.7% | $4,762+69.7% |
| Participant deferral / active EE | $3,481 | $7,109-51.0% | $6,709-48.1% | $5,850-40.5% |
| Admin fee / account holder | $17,677 | $12,120+45.8% | $10,261+72.3% | $11,596+52.4% |