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 | $73,979 | $144,119-48.7% | $117,854-37.2% | $147,584-49.9% |
| Participation rate | 91.3% | 83.4%+7.9pp | 79.7%+11.6pp | 82.8%+8.5pp |
| Annual return | 14.67% | 531.15%-516.5pp | 335.08%-320.4pp | 578.55%-563.9pp |
| Employer contribution / active EE | $10,598 | $4,896+116.4% | $3,786+179.9% | $4,876+117.3% |
| Participant deferral / active EE | $5,883 | $5,316+10.7% | $4,482+31.3% | $5,439+8.2% |
| Admin fee / account holder | $4,750 | $10,886-56.4% | $8,020-40.8% | $10,885-56.4% |