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 | $63,627 | $84,696-24.9% | $75,696-15.9% | $167,490-62.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.8%+5.2pp | 82.1%-2.1pp |
| Annual return | 16.46% | 199.36%-182.9pp | 104.53%-88.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $4,344 | $3,230+34.5% | $2,743+58.4% | $4,837-10.2% |
| Participant deferral / active EE | $6,641 | $4,580+45.0% | $3,821+73.8% | $6,341+4.7% |
| Admin fee / account holder | $4,666 | $5,355-12.9% | $3,619+28.9% | $12,309-62.1% |