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 | $75,619 | $209,411-63.9% | $178,490-57.6% | $158,922-52.4% |
| Participation rate | 73.3% | 86.3%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 21.44% | 188.75%-167.3pp | 151.07%-129.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,181 | $5,706-61.8% | $5,011-56.5% | $4,761-54.2% |
| Participant deferral / active EE | $4,498 | $5,954-24.5% | $5,202-13.5% | $5,982-24.8% |
| Admin fee / account holder | $755 | $17,074-95.6% | $13,984-94.6% | $11,246-93.3% |