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 | $76,077 | $95,561-20.4% | $77,163-1.4% | $139,434-45.4% |
| Participation rate | 94.4% | 73.9%+20.5pp | 69.6%+24.9pp | 80.3%+14.1pp |
| Annual return | 29.12% | 54.92%-25.8pp | 37.87%-8.8pp | 372.94%-343.8pp |
| Employer contribution / active EE | $2,810 | $3,147-10.7% | $2,535+10.9% | $4,751-40.8% |
| Participant deferral / active EE | $15,615 | $4,624+237.7% | $3,833+307.4% | $6,710+132.7% |
| Admin fee / account holder | $20,237 | $8,295+144.0% | $5,472+269.8% | $11,403+77.5% |