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 | $68,776 | $175,202-60.7% | $149,673-54.0% | $139,434-50.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 31.36% | 166.71%-135.4pp | 134.42%-103.1pp | 372.94%-341.6pp |
| Employer contribution / active EE | $6,114 | $5,474+11.7% | $4,818+26.9% | $4,751+28.7% |
| Participant deferral / active EE | $3,986 | $6,519-38.8% | $5,680-29.8% | $6,710-40.6% |
| Admin fee / account holder | $3,744 | $16,150-76.8% | $13,210-71.7% | $11,403-67.2% |