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 | $45,429 | $226,064-79.9% | $182,532-75.1% | $152,861-70.3% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.4%-11.0pp |
| Annual return | 25.37% | 192.51%-167.1pp | 148.54%-123.2pp | 345.32%-319.9pp |
| Employer contribution / active EE | $4,936 | $4,978-0.9% | $4,076+21.1% | $4,762+3.6% |
| Participant deferral / active EE | $5,640 | $6,368-11.4% | $5,524+2.1% | $5,850-3.6% |
| Admin fee / account holder | $8,986 | $10,703-16.0% | $8,592+4.6% | $11,596-22.5% |