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 | $74,043 | $49,922+48.3% | $80,569-8.1% | $75,163-1.5% |
| Participation rate | 93.8% | 55.3%+38.4pp | 67.0%+26.8pp | 67.2%+26.6pp |
| Annual return | 18.11% | 34.69%-16.6pp | 935.43%-917.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $3,668 | $1,698+116.0% | $2,723+34.7% | $2,670+37.4% |
| Participant deferral / active EE | $5,398 | $2,990+80.5% | $4,447+21.4% | $4,125+30.9% |
| Admin fee / account holder | $4,677 | $3,577+30.7% | $5,377-13.0% | $5,651-17.2% |