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 | $54,684 | $202,432-73.0% | $169,368-67.7% | $139,434-60.8% |
| Participation rate | 95.2% | 81.1%+14.2pp | 77.1%+18.1pp | 80.3%+14.9pp |
| Annual return | 19.11% | 531.74%-512.6pp | 405.60%-386.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,728 | $4,692-20.6% | $4,013-7.1% | $4,751-21.5% |
| Participant deferral / active EE | $7,362 | $6,938+6.1% | $6,221+18.3% | $6,710+9.7% |
| Admin fee / account holder | $1,193 | $10,708-88.9% | $9,003-86.7% | $11,403-89.5% |