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 | $75,700 | $137,414-44.9% | $189,513-60.1% | $85,850-11.8% |
| Participation rate | 89.5% | 84.6%+4.9pp | 87.8%+1.7pp | 69.3%+20.2pp |
| Annual return | 17.24% | 38.14%-20.9pp | 555.15%-537.9pp | 318.53%-301.3pp |
| Employer contribution / active EE | $4,158 | $4,344-4.3% | $6,162-32.5% | $2,565+62.1% |
| Participant deferral / active EE | $6,959 | $6,260+11.2% | $8,221-15.3% | $3,952+76.1% |
| Admin fee / account holder | $2,370 | $8,630-72.5% | $12,045-80.3% | $6,260-62.1% |