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 | $75,332 | $157,256-52.1% | $141,162-46.6% | $152,861-50.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 45.32% | 64.32%-19.0pp | 71.39%-26.1pp | 345.32%-300.0pp |
| Employer contribution / active EE | $6,116 | $5,261+16.3% | $4,735+29.2% | $4,762+28.4% |
| Participant deferral / active EE | $7,971 | $7,109+12.1% | $6,709+18.8% | $5,850+36.2% |
| Admin fee / account holder | $9,236 | $12,120-23.8% | $10,261-10.0% | $11,596-20.4% |