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 | $62,013 | $165,335-62.5% | $149,696-58.6% | $158,922-61.0% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 12.28% | 348.15%-335.9pp | 276.60%-264.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,434 | $5,103-52.3% | $4,644-47.6% | $4,761-48.9% |
| Participant deferral / active EE | $4,851 | $7,181-32.4% | $6,842-29.1% | $5,982-18.9% |
| Admin fee / account holder | $11,382 | $10,807+5.3% | $9,309+22.3% | $11,246+1.2% |