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 | $78,623 | $133,922-41.3% | $116,228-32.4% | $142,382-44.8% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.6%+7.3pp | 80.1%+1.7pp |
| Annual return | 16.34% | 147.76%-131.4pp | 90.06%-73.7pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,286 | $3,446-33.6% | $2,994-23.6% | $4,299-46.8% |
| Participant deferral / active EE | $6,331 | $5,672+11.6% | $4,953+27.8% | $6,507-2.7% |
| Admin fee / account holder | $9,639 | $14,945-35.5% | $11,989-19.6% | $12,624-23.6% |