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 | $75,600 | $165,984-54.5% | $164,813-54.1% | $145,922-48.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 47.28% | 100.03%-52.8pp | 69.93%-22.6pp | 561.29%-514.0pp |
| Employer contribution / active EE | $2,269 | $5,273-57.0% | $4,341-47.7% | $4,660-51.3% |
| Participant deferral / active EE | $4,965 | $6,959-28.7% | $6,031-17.7% | $6,688-25.8% |
| Admin fee / account holder | $4,489 | $16,648-73.0% | $12,690-64.6% | $13,397-66.5% |