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 | $71,015 | $53,127+33.7% | $86,590-18.0% | $70,131+1.3% |
| Participation rate | 78.3% | 65.3%+13.0pp | 73.5%+4.8pp | 69.5%+8.8pp |
| Annual return | 32.05% | 27.66%+4.4pp | 964.84%-932.8pp | 73.14%-41.1pp |
| Employer contribution / active EE | $5,056 | $2,068+144.5% | $2,839+78.1% | $2,342+115.8% |
| Participant deferral / active EE | $10,444 | $2,696+287.4% | $3,609+189.4% | $3,332+213.5% |
| Admin fee / account holder | $908 | $3,585-74.7% | $4,906-81.5% | $4,645-80.4% |