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 | $93,565 | $183,519-49.0% | $155,509-39.8% | $145,922-35.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 18.01% | 61.17%-43.2pp | 64.67%-46.7pp | 561.29%-543.3pp |
| Employer contribution / active EE | $8,583 | $5,313+61.6% | $4,672+83.7% | $4,660+84.2% |
| Participant deferral / active EE | $5,954 | $6,462-7.9% | $5,626+5.8% | $6,688-11.0% |
| Admin fee / account holder | $5,084 | $19,313-73.7% | $15,912-68.1% | $13,397-62.1% |