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 | $65,191 | $99,918-34.8% | $81,382-19.9% | $145,922-55.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 19.98% | 34.32%-14.3pp | 24.73%-4.7pp | 561.29%-541.3pp |
| Employer contribution / active EE | $5,468 | $2,978+83.6% | $2,463+122.0% | $4,660+17.3% |
| Participant deferral / active EE | $7,029 | $4,605+52.6% | $3,883+81.0% | $6,688+5.1% |
| Admin fee / account holder | $719 | $8,212-91.2% | $5,768-87.5% | $13,397-94.6% |