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 | $64,324 | $183,963-65.0% | $162,163-60.3% | $152,861-57.9% |
| Participation rate | 90.5% | 88.5%+2.0pp | 87.6%+2.9pp | 82.4%+8.0pp |
| Annual return | 18.57% | 150.76%-132.2pp | 115.59%-97.0pp | 345.32%-326.7pp |
| Employer contribution / active EE | $5,286 | $6,371-17.0% | $5,614-5.8% | $4,762+11.0% |
| Participant deferral / active EE | $9,110 | $8,034+13.4% | $7,298+24.8% | $5,850+55.7% |
| Admin fee / account holder | $589 | $13,121-95.5% | $10,843-94.6% | $11,596-94.9% |