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 | $80,278 | $104,907-23.5% | $84,611-5.1% | $152,861-47.5% |
| Participation rate | 95.2% | 74.8%+20.4pp | 68.2%+27.0pp | 82.4%+12.8pp |
| Annual return | 22.29% | 373.79%-351.5pp | 258.74%-236.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,615 | $3,302-20.8% | $2,652-1.4% | $4,762-45.1% |
| Participant deferral / active EE | $5,741 | $4,688+22.5% | $3,899+47.3% | $5,850-1.9% |
| Admin fee / account holder | $3,572 | $6,241-42.8% | $4,912-27.3% | $11,596-69.2% |