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 | $67,509 | $198,466-66.0% | $170,442-60.4% | $147,584-54.3% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 17.58% | 257.29%-239.7pp | 205.93%-188.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,642 | $6,184-73.4% | $5,433-69.8% | $4,876-66.3% |
| Participant deferral / active EE | $2,812 | $5,629-50.0% | $4,939-43.1% | $5,439-48.3% |
| Admin fee / account holder | $14,721 | $16,852-12.6% | $13,880+6.1% | $10,885+35.2% |