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 | $81,436 | $99,877-18.5% | $84,966-4.2% | $145,922-44.2% |
| Participation rate | 72.2% | 74.1%-1.9pp | 67.5%+4.7pp | 80.3%-8.1pp |
| Annual return | 12.42% | 83.76%-71.3pp | 66.38%-54.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $4,111 | $3,231+27.2% | $2,727+50.7% | $4,660-11.8% |
| Participant deferral / active EE | $2,535 | $5,291-52.1% | $4,519-43.9% | $6,688-62.1% |
| Admin fee / account holder | $5,352 | $7,248-26.2% | $6,149-13.0% | $13,397-60.1% |