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 | $77,286 | $81,208-4.8% | $98,907-21.9% | $79,858-3.2% |
| Participation rate | 79.3% | 72.5%+6.8pp | 76.0%+3.3pp | 69.6%+9.7pp |
| Annual return | 17.68% | 60.99%-43.3pp | 196.43%-178.7pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,909 | $1,960-2.6% | $2,689-29.0% | $2,471-22.7% |
| Participant deferral / active EE | $3,723 | $3,265+14.0% | $4,244-12.3% | $3,740-0.5% |
| Admin fee / account holder | $507 | $6,013-91.6% | $6,642-92.4% | $5,306-90.4% |