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 | $54,146 | $157,256-65.6% | $141,162-61.6% | $152,861-64.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 20.93% | 64.32%-43.4pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,751 | $5,261-47.7% | $4,735-41.9% | $4,762-42.2% |
| Participant deferral / active EE | $5,804 | $7,109-18.4% | $6,709-13.5% | $5,850-0.8% |
| Admin fee / account holder | $13,865 | $12,120+14.4% | $10,261+35.1% | $11,596+19.6% |