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 | $78,656 | $112,881-30.3% | $90,951-13.5% | $158,922-50.5% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 12.53% | 215.79%-203.3pp | 134.60%-122.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,716 | $2,893-6.1% | $2,122+28.0% | $4,761-43.0% |
| Participant deferral / active EE | $6,695 | $4,128+62.2% | $3,373+98.5% | $5,982+11.9% |
| Admin fee / account holder | $787 | $8,041-90.2% | $5,959-86.8% | $11,246-93.0% |