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 | $63,623 | $111,724-43.1% | $93,606-32.0% | $145,922-56.4% |
| Participation rate | 70.8% | 74.2%-3.4pp | 68.7%+2.1pp | 80.3%-9.4pp |
| Annual return | 25.12% | 202.98%-177.9pp | 133.20%-108.1pp | 561.29%-536.2pp |
| Employer contribution / active EE | $1,594 | $3,090-48.4% | $2,420-34.1% | $4,660-65.8% |
| Participant deferral / active EE | $4,124 | $4,912-16.0% | $4,411-6.5% | $6,688-38.3% |
| Admin fee / account holder | $6,042 | $10,250-41.0% | $8,285-27.1% | $13,397-54.9% |