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 | $78,821 | $159,901-50.7% | $146,958-46.4% | $145,922-46.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 24.95% | 98.13%-73.2pp | 418.34%-393.4pp | 561.29%-536.3pp |
| Employer contribution / active EE | $16,468 | $5,286+211.5% | $4,933+233.8% | $4,660+253.4% |
| Participant deferral / active EE | $7,478 | $8,428-11.3% | $8,070-7.3% | $6,688+11.8% |
| Admin fee / account holder | $8,675 | $15,044-42.3% | $12,998-33.3% | $13,397-35.2% |