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 | $72,805 | $107,334-32.2% | $92,893-21.6% | $152,861-52.4% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 16.57% | 145.58%-129.0pp | 109.41%-92.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,874 | $4,221-31.9% | $3,653-21.3% | $4,762-39.6% |
| Participant deferral / active EE | $8,793 | $4,845+81.5% | $4,236+107.6% | $5,850+50.3% |
| Admin fee / account holder | $2,708 | $7,079-61.8% | $5,794-53.3% | $11,596-76.7% |