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 | $70,313 | $175,202-59.9% | $149,673-53.0% | $139,434-49.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 18.43% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $4,919 | $5,474-10.1% | $4,818+2.1% | $4,751+3.5% |
| Participant deferral / active EE | $10,771 | $6,519+65.2% | $5,680+89.6% | $6,710+60.5% |
| Admin fee / account holder | $20,952 | $16,150+29.7% | $13,210+58.6% | $11,403+83.8% |