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 | $109,519 | $210,648-48.0% | $177,989-38.5% | $145,922-24.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.21% | 385.86%-371.7pp | 294.48%-280.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,003 | $4,565-56.1% | $3,949-49.3% | $4,660-57.0% |
| Participant deferral / active EE | $6,607 | $6,958-5.0% | $6,276+5.3% | $6,688-1.2% |
| Admin fee / account holder | $1,118 | $12,013-90.7% | $10,363-89.2% | $13,397-91.7% |