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 | $69,815 | $93,571-25.4% | $135,903-48.6% | $75,163-7.1% |
| Participation rate | 77.8% | 75.2%+2.6pp | 81.9%-4.1pp | 67.2%+10.6pp |
| Annual return | 49.39% | 30.90%+18.5pp | 68.23%-18.8pp | 160.62%-111.2pp |
| Employer contribution / active EE | $3,325 | $3,537-6.0% | $4,856-31.5% | $2,670+24.6% |
| Participant deferral / active EE | $5,758 | $6,404-10.1% | $7,758-25.8% | $4,125+39.6% |
| Admin fee / account holder | $2,888 | $6,975-58.6% | $10,762-73.2% | $5,651-48.9% |