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 | $72,837 | $109,359-33.4% | $162,163-55.1% | $72,985-0.2% |
| Participation rate | 72.6% | 84.3%-11.7pp | 87.6%-15.0pp | 69.5%+3.1pp |
| Annual return | 46.06% | 25.46%+20.6pp | 115.59%-69.5pp | 81.00%-34.9pp |
| Employer contribution / active EE | $3,463 | $3,907-11.4% | $5,614-38.3% | $2,440+41.9% |
| Participant deferral / active EE | $7,352 | $5,481+34.1% | $7,298+0.7% | $3,607+103.8% |
| Admin fee / account holder | $746 | $7,972-90.6% | $10,843-93.1% | $5,124-85.4% |