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 | $83,240 | $126,574-34.2% | $106,213-21.6% | $145,922-43.0% |
| Participation rate | 89.5% | 77.6%+11.8pp | 75.3%+14.2pp | 80.3%+9.2pp |
| Annual return | 14.78% | 224.79%-210.0pp | 116.14%-101.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $4,286 | $3,730+14.9% | $3,171+35.1% | $4,660-8.0% |
| Participant deferral / active EE | $7,902 | $5,724+38.1% | $5,016+57.5% | $6,688+18.2% |
| Admin fee / account holder | $831 | $17,304-95.2% | $11,033-92.5% | $13,397-93.8% |