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 | $68,134 | $68,346-0.3% | $94,646-28.0% | $75,163-9.4% |
| Participation rate | 90.0% | 76.1%+13.9pp | 80.8%+9.2pp | 67.2%+22.8pp |
| Annual return | 24.59% | 616.93%-592.3pp | 156.71%-132.1pp | 160.62%-136.0pp |
| Employer contribution / active EE | $3,135 | $2,701+16.1% | $3,672-14.6% | $2,670+17.4% |
| Participant deferral / active EE | $5,385 | $6,537-17.6% | $7,418-27.4% | $4,125+30.6% |
| Admin fee / account holder | $7,557 | $5,326+41.9% | $7,231+4.5% | $5,651+33.7% |