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 | $56,474 | $165,984-66.0% | $164,813-65.7% | $145,922-61.3% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.6%-2.4pp | 80.3%-4.1pp |
| Annual return | 13.50% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,026 | $5,273-61.6% | $4,341-53.3% | $4,660-56.5% |
| Participant deferral / active EE | $4,302 | $6,959-38.2% | $6,031-28.7% | $6,688-35.7% |
| Admin fee / account holder | $4,959 | $16,648-70.2% | $12,690-60.9% | $13,397-63.0% |