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 | $70,777 | $157,256-55.0% | $141,162-49.9% | $152,861-53.7% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 26.05% | 64.32%-38.3pp | 71.39%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,544 | $5,261-51.6% | $4,735-46.3% | $4,762-46.6% |
| Participant deferral / active EE | $7,481 | $7,109+5.2% | $6,709+11.5% | $5,850+27.9% |
| Admin fee / account holder | $3,540 | $12,120-70.8% | $10,261-65.5% | $11,596-69.5% |