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 | $92,852 | $176,056-47.3% | $159,436-41.8% | $167,490-44.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 16.10% | 331.75%-315.6pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $3,888 | $5,297-26.6% | $4,829-19.5% | $4,837-19.6% |
| Participant deferral / active EE | $9,821 | $7,750+26.7% | $7,352+33.6% | $6,341+54.9% |
| Admin fee / account holder | $4,846 | $12,554-61.4% | $10,799-55.1% | $12,309-60.6% |