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 | $69,463 | $150,187-53.7% | $120,354-42.3% | $145,922-52.4% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 11.60% | 154.07%-142.5pp | 107.15%-95.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $5,026 | $4,348+15.6% | $3,463+45.2% | $4,660+7.9% |
| Participant deferral / active EE | $9,713 | $6,173+57.3% | $4,991+94.6% | $6,688+45.2% |
| Admin fee / account holder | $417 | $12,207-96.6% | $9,423-95.6% | $13,397-96.9% |