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 | $76,310 | $183,963-58.5% | $162,163-52.9% | $152,861-50.1% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 33.01% | 150.76%-117.8pp | 115.59%-82.6pp | 345.32%-312.3pp |
| Employer contribution / active EE | $1,702 | $6,371-73.3% | $5,614-69.7% | $4,762-64.3% |
| Participant deferral / active EE | $4,252 | $8,034-47.1% | $7,298-41.7% | $5,850-27.3% |
| Admin fee / account holder | $2,996 | $13,121-77.2% | $10,843-72.4% | $11,596-74.2% |