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 | $72,585 | $175,202-58.6% | $149,673-51.5% | $139,434-47.9% |
| Participation rate | 95.7% | 83.4%+12.3pp | 78.8%+16.9pp | 80.3%+15.3pp |
| Annual return | 13.71% | 166.71%-153.0pp | 134.42%-120.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,609 | $5,474-52.3% | $4,818-45.9% | $4,751-45.1% |
| Participant deferral / active EE | $5,869 | $6,519-10.0% | $5,680+3.3% | $6,710-12.5% |
| Admin fee / account holder | $2,404 | $16,150-85.1% | $13,210-81.8% | $11,403-78.9% |