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 | $58,015 | $74,888-22.5% | $71,209-18.5% | $142,382-59.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 21.27% | 345.14%-323.9pp | 282.51%-261.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $4,145 | $2,854+45.2% | $2,721+52.3% | $4,299-3.6% |
| Participant deferral / active EE | $8,265 | $4,454+85.5% | $4,175+97.9% | $6,507+27.0% |
| Admin fee / account holder | $2,622 | $5,568-52.9% | $5,349-51.0% | $12,624-79.2% |