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 | $25,255 | $148,534-83.0% | $135,903-81.4% | $139,434-81.9% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 18.39% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.6pp |
| Employer contribution / active EE | $4,283 | $5,243-18.3% | $4,856-11.8% | $4,751-9.8% |
| Participant deferral / active EE | $5,825 | $8,100-28.1% | $7,758-24.9% | $6,710-13.2% |
| Admin fee / account holder | $1,201 | $12,400-90.3% | $10,762-88.8% | $11,403-89.5% |