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 | $74,656 | $100,773-25.9% | $88,946-16.1% | $142,382-47.6% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.8%+17.8pp | 80.1%+6.5pp |
| Annual return | 13.28% | 70.18%-56.9pp | 57.82%-44.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,267 | $2,918+12.0% | $2,555+27.9% | $4,299-24.0% |
| Participant deferral / active EE | $6,439 | $5,230+23.1% | $4,581+40.6% | $6,507-1.0% |
| Admin fee / account holder | $33,879 | $9,693+249.5% | $8,261+310.1% | $12,624+168.4% |