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 | $74,874 | $108,919-31.3% | $100,391-25.4% | $145,922-48.7% |
| Participation rate | 78.6% | 82.9%-4.4pp | 81.5%-2.9pp | 80.3%-1.7pp |
| Annual return | 12.89% | 57.88%-45.0pp | 49.20%-36.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,555 | $4,419-19.6% | $3,942-9.8% | $4,660-23.7% |
| Participant deferral / active EE | $13,336 | $8,445+57.9% | $8,082+65.0% | $6,688+99.4% |
| Admin fee / account holder | $11,618 | $9,689+19.9% | $7,899+47.1% | $13,397-13.3% |