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 | $104,519 | $183,963-43.2% | $162,163-35.5% | $152,861-31.6% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 14.34% | 150.76%-136.4pp | 115.59%-101.2pp | 345.32%-331.0pp |
| Employer contribution / active EE | $1,809 | $6,371-71.6% | $5,614-67.8% | $4,762-62.0% |
| Participant deferral / active EE | $3,123 | $8,034-61.1% | $7,298-57.2% | $5,850-46.6% |
| Admin fee / account holder | $6,606 | $13,121-49.7% | $10,843-39.1% | $11,596-43.0% |