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 | $73,092 | $198,466-63.2% | $170,442-57.1% | $147,584-50.5% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 16.00% | 257.29%-241.3pp | 205.93%-189.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $3,694 | $6,184-40.3% | $5,433-32.0% | $4,876-24.2% |
| Participant deferral / active EE | $4,190 | $5,629-25.6% | $4,939-15.2% | $5,439-23.0% |
| Admin fee / account holder | $773 | $16,852-95.4% | $13,880-94.4% | $10,885-92.9% |