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 | $74,979 | $198,466-62.2% | $170,442-56.0% | $147,584-49.2% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 17.33% | 257.29%-240.0pp | 205.93%-188.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,047 | $6,184-66.9% | $5,433-62.3% | $4,876-58.0% |
| Participant deferral / active EE | $6,702 | $5,629+19.1% | $4,939+35.7% | $5,439+23.2% |
| Admin fee / account holder | $925 | $16,852-94.5% | $13,880-93.3% | $10,885-91.5% |