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 | $71,098 | $232,540-69.4% | $185,117-61.6% | $147,584-51.8% |
| Participation rate | 94.4% | 82.4%+12.1pp | 77.3%+17.2pp | 82.8%+11.6pp |
| Annual return | 16.29% | 43.03%-26.7pp | 40.50%-24.2pp | 578.55%-562.3pp |
| Employer contribution / active EE | $4,687 | $5,195-9.8% | $4,182+12.1% | $4,876-3.9% |
| Participant deferral / active EE | $11,133 | $5,834+90.8% | $5,045+120.7% | $5,439+104.7% |
| Admin fee / account holder | $10,815 | $10,275+5.3% | $8,159+32.5% | $10,885-0.6% |