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 | $66,521 | $105,181-36.8% | $159,436-58.3% | $85,850-22.5% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.8%+5.5pp | 69.3%+19.1pp |
| Annual return | 18.26% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $4,152 | $3,318+25.1% | $4,829-14.0% | $2,565+61.9% |
| Participant deferral / active EE | $8,655 | $5,945+45.6% | $7,352+17.7% | $3,952+119.0% |
| Admin fee / account holder | $7,122 | $6,933+2.7% | $10,799-34.1% | $6,260+13.8% |