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 | $81,135 | $74,888+8.3% | $71,209+13.9% | $142,382-43.0% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.8%+16.7pp | 80.1%+10.4pp |
| Annual return | 18.90% | 345.14%-326.2pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,256 | $2,854-21.0% | $2,721-17.1% | $4,299-47.5% |
| Participant deferral / active EE | $3,017 | $4,454-32.3% | $4,175-27.7% | $6,507-53.6% |
| Admin fee / account holder | $2,442 | $5,568-56.2% | $5,349-54.4% | $12,624-80.7% |