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 | $73,382 | $102,966-28.7% | $90,281-18.7% | $152,861-52.0% |
| Participation rate | 95.8% | 75.9%+20.0pp | 73.3%+22.6pp | 82.4%+13.4pp |
| Annual return | 19.90% | 95.16%-75.3pp | 78.10%-58.2pp | 345.32%-325.4pp |
| Employer contribution / active EE | $4,926 | $3,139+57.0% | $2,854+72.6% | $4,762+3.4% |
| Participant deferral / active EE | $3,602 | $4,281-15.9% | $3,885-7.3% | $5,850-38.4% |
| Admin fee / account holder | $4,815 | $6,171-22.0% | $5,351-10.0% | $11,596-58.5% |