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 | $66,365 | $105,181-36.9% | $159,436-58.4% | $85,850-22.7% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.8%+7.2pp | 69.3%+20.7pp |
| Annual return | 15.98% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,599 | $3,318-21.7% | $4,829-46.2% | $2,565+1.3% |
| Participant deferral / active EE | $8,335 | $5,945+40.2% | $7,352+13.4% | $3,952+110.9% |
| Admin fee / account holder | $888 | $6,933-87.2% | $10,799-91.8% | $6,260-85.8% |