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 | $60,199 | $176,056-65.8% | $159,436-62.2% | $167,490-64.1% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 12.64% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $7,073 | $5,297+33.5% | $4,829+46.5% | $4,837+46.2% |
| Participant deferral / active EE | $5,485 | $7,750-29.2% | $7,352-25.4% | $6,341-13.5% |
| Admin fee / account holder | $5,262 | $12,554-58.1% | $10,799-51.3% | $12,309-57.3% |