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 | $68,163 | $74,888-9.0% | $71,209-4.3% | $142,382-52.1% |
| Participation rate | 87.0% | 76.2%+10.7pp | 73.8%+13.2pp | 80.1%+6.8pp |
| Annual return | 14.65% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,159 | $2,854-24.3% | $2,721-20.6% | $4,299-49.8% |
| Participant deferral / active EE | $5,876 | $4,454+31.9% | $4,175+40.7% | $6,507-9.7% |
| Admin fee / account holder | $3,917 | $5,568-29.7% | $5,349-26.8% | $12,624-69.0% |