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 | $71,677 | $99,652-28.1% | $78,778-9.0% | $147,584-51.4% |
| Participation rate | 81.0% | 76.2%+4.7pp | 69.2%+11.8pp | 82.8%-1.9pp |
| Annual return | 14.58% | 47.28%-32.7pp | 35.62%-21.0pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,408 | $2,796-13.9% | $1,986+21.3% | $4,876-50.6% |
| Participant deferral / active EE | $4,498 | $3,664+22.8% | $2,958+52.0% | $5,439-17.3% |
| Admin fee / account holder | $455 | $7,155-93.6% | $5,134-91.1% | $10,885-95.8% |