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 | $77,169 | $116,175-33.6% | $93,606-17.6% | $152,861-49.5% |
| Participation rate | 84.6% | 78.0%+6.6pp | 75.8%+8.8pp | 82.4%+2.2pp |
| Annual return | 23.58% | 35.96%-12.4pp | 32.76%-9.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $5,066 | $3,218+57.4% | $2,718+86.4% | $4,762+6.4% |
| Participant deferral / active EE | $10,677 | $4,603+131.9% | $4,069+162.4% | $5,850+82.5% |
| Admin fee / account holder | $1,285 | $10,748-88.0% | $7,888-83.7% | $11,596-88.9% |