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 | $78,956 | $104,974-24.8% | $95,585-17.4% | $142,382-44.5% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 12.72% | 210.33%-197.6pp | 38.56%-25.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,948 | $2,779+6.1% | $2,527+16.7% | $4,299-31.4% |
| Participant deferral / active EE | $1,689 | $4,352-61.2% | $4,023-58.0% | $6,507-74.0% |
| Admin fee / account holder | $2,525 | $6,386-60.5% | $6,127-58.8% | $12,624-80.0% |