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 | $75,971 | $109,327-30.5% | $89,391-15.0% | $158,922-52.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 14.51% | 345.68%-331.2pp | 245.62%-231.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,116 | $3,170-33.2% | $2,586-18.2% | $4,761-55.6% |
| Participant deferral / active EE | $5,293 | $4,598+15.1% | $3,890+36.1% | $5,982-11.5% |
| Admin fee / account holder | $938 | $6,153-84.8% | $4,881-80.8% | $11,246-91.7% |