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 | $248,162 | $159,901+55.2% | $146,958+68.9% | $145,922+70.1% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 13.04% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,443 | $5,286-15.9% | $4,933-9.9% | $4,660-4.6% |
| Participant deferral / active EE | $10,841 | $8,428+28.6% | $8,070+34.3% | $6,688+62.1% |
| Admin fee / account holder | $7,953 | $15,044-47.1% | $12,998-38.8% | $13,397-40.6% |