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 | $62,872 | $198,466-68.3% | $170,442-63.1% | $147,584-57.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 14.77% | 257.29%-242.5pp | 205.93%-191.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,404 | $6,184-61.1% | $5,433-55.8% | $4,876-50.7% |
| Participant deferral / active EE | $4,871 | $5,629-13.5% | $4,939-1.4% | $5,439-10.4% |
| Admin fee / account holder | $673 | $16,852-96.0% | $13,880-95.2% | $10,885-93.8% |