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 | $70,658 | $202,432-65.1% | $169,368-58.3% | $139,434-49.3% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 14.79% | 531.74%-516.9pp | 405.60%-390.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,175 | $4,692-53.6% | $4,013-45.8% | $4,751-54.2% |
| Participant deferral / active EE | $4,425 | $6,938-36.2% | $6,221-28.9% | $6,710-34.1% |
| Admin fee / account holder | $4,002 | $10,708-62.6% | $9,003-55.5% | $11,403-64.9% |