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 | $54,192 | $175,202-69.1% | $149,673-63.8% | $139,434-61.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 17.46% | 166.71%-149.2pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $5,143 | $5,474-6.1% | $4,818+6.7% | $4,751+8.2% |
| Participant deferral / active EE | $5,423 | $6,519-16.8% | $5,680-4.5% | $6,710-19.2% |
| Admin fee / account holder | $1,640 | $16,150-89.8% | $13,210-87.6% | $11,403-85.6% |