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 | $60,987 | $183,519-66.8% | $155,509-60.8% | $145,922-58.2% |
| Participation rate | 86.4% | 82.7%+3.7pp | 78.2%+8.2pp | 80.3%+6.1pp |
| Annual return | 10.12% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,558 | $5,313-51.8% | $4,672-45.2% | $4,660-45.1% |
| Participant deferral / active EE | $4,859 | $6,462-24.8% | $5,626-13.6% | $6,688-27.3% |
| Admin fee / account holder | $818 | $19,313-95.8% | $15,912-94.9% | $13,397-93.9% |