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 | $29,765 | $144,119-79.3% | $117,854-74.7% | $147,584-79.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 23.11% | 531.15%-508.0pp | 335.08%-312.0pp | 578.55%-555.4pp |
| Employer contribution / active EE | $7,427 | $4,896+51.7% | $3,786+96.2% | $4,876+52.3% |
| Participant deferral / active EE | $4,466 | $5,316-16.0% | $4,482-0.3% | $5,439-17.9% |
| Admin fee / account holder | $773 | $10,886-92.9% | $8,020-90.4% | $10,885-92.9% |