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 | $70,076 | $101,069-30.7% | $81,478-14.0% | $147,584-52.5% |
| Participation rate | 81.3% | 74.5%+6.8pp | 68.0%+13.3pp | 82.8%-1.6pp |
| Annual return | 16.11% | 32.40%-16.3pp | 38.78%-22.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $5,189 | $3,205+61.9% | $2,568+102.1% | $4,876+6.4% |
| Participant deferral / active EE | $2,332 | $4,242-45.0% | $3,537-34.1% | $5,439-57.1% |
| Admin fee / account holder | $4,423 | $5,812-23.9% | $4,561-3.0% | $10,885-59.4% |