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 | $67,384 | $106,584-36.8% | $101,326-33.5% | $142,382-52.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 41.94% | 36.93%+5.0pp | 36.82%+5.1pp | 217.08%-175.1pp |
| Employer contribution / active EE | $5,846 | $3,956+47.8% | $3,665+59.5% | $4,299+36.0% |
| Participant deferral / active EE | $9,511 | $8,297+14.6% | $7,994+19.0% | $6,507+46.2% |
| Admin fee / account holder | $9,838 | $11,446-14.0% | $11,185-12.0% | $12,624-22.1% |