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 | $99,751 | $127,777-21.9% | $106,548-6.4% | $167,490-40.4% |
| Participation rate | 90.5% | 78.3%+12.2pp | 76.1%+14.3pp | 82.1%+8.4pp |
| Annual return | 41.24% | 33.87%+7.4pp | 26.80%+14.4pp | 478.56%-437.3pp |
| Employer contribution / active EE | $4,215 | $3,427+23.0% | $2,819+49.5% | $4,837-12.9% |
| Participant deferral / active EE | $4,463 | $5,087-12.3% | $4,398+1.5% | $6,341-29.6% |
| Admin fee / account holder | $1,138 | $11,228-89.9% | $7,407-84.6% | $12,309-90.8% |