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 | $74,515 | $105,181-29.2% | $159,436-53.3% | $85,850-13.2% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 16.69% | 45.07%-28.4pp | 263.57%-246.9pp | 318.53%-301.8pp |
| Employer contribution / active EE | $3,180 | $3,318-4.2% | $4,829-34.2% | $2,565+24.0% |
| Participant deferral / active EE | $5,752 | $5,945-3.2% | $7,352-21.8% | $3,952+45.6% |
| Admin fee / account holder | $1,256 | $6,933-81.9% | $10,799-88.4% | $6,260-79.9% |