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 | $65,341 | $175,202-62.7% | $149,673-56.3% | $139,434-53.1% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 11.58% | 166.71%-155.1pp | 134.42%-122.8pp | 372.94%-361.4pp |
| Employer contribution / active EE | $2,120 | $5,474-61.3% | $4,818-56.0% | $4,751-55.4% |
| Participant deferral / active EE | $6,205 | $6,519-4.8% | $5,680+9.2% | $6,710-7.5% |
| Admin fee / account holder | $4,748 | $16,150-70.6% | $13,210-64.1% | $11,403-58.4% |