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 | $66,587 | $109,327-39.1% | $89,391-25.5% | $158,922-58.1% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 22.38% | 345.68%-323.3pp | 245.62%-223.2pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,775 | $3,170-12.5% | $2,586+7.3% | $4,761-41.7% |
| Participant deferral / active EE | $6,225 | $4,598+35.4% | $3,890+60.0% | $5,982+4.1% |
| Admin fee / account holder | $578 | $6,153-90.6% | $4,881-88.2% | $11,246-94.9% |