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 | $73,031 | $152,587-52.1% | $125,175-41.7% | $152,861-52.2% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 12.58% | 54.84%-42.3pp | 43.79%-31.2pp | 345.32%-332.7pp |
| Employer contribution / active EE | $6,238 | $4,946+26.1% | $3,865+61.4% | $4,762+31.0% |
| Participant deferral / active EE | $17,401 | $5,868+196.5% | $4,937+252.5% | $5,850+197.4% |
| Admin fee / account holder | $6,204 | $13,434-53.8% | $9,702-36.1% | $11,596-46.5% |