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 | $65,043 | $152,587-57.4% | $125,175-48.0% | $152,861-57.4% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.4%+2.2pp |
| Annual return | 24.50% | 54.84%-30.3pp | 43.79%-19.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $4,154 | $4,946-16.0% | $3,865+7.5% | $4,762-12.8% |
| Participant deferral / active EE | $9,249 | $5,868+57.6% | $4,937+87.4% | $5,850+58.1% |
| Admin fee / account holder | $2,355 | $13,434-82.5% | $9,702-75.7% | $11,596-79.7% |