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 | $64,698 | $183,963-64.8% | $162,163-60.1% | $152,861-57.7% |
| Participation rate | 72.2% | 88.5%-16.3pp | 87.6%-15.3pp | 82.4%-10.2pp |
| Annual return | 23.40% | 150.76%-127.4pp | 115.59%-92.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,979 | $6,371-68.9% | $5,614-64.7% | $4,762-58.4% |
| Participant deferral / active EE | $3,092 | $8,034-61.5% | $7,298-57.6% | $5,850-47.1% |
| Admin fee / account holder | $8,139 | $13,121-38.0% | $10,843-24.9% | $11,596-29.8% |