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 | $60,539 | $183,963-67.1% | $162,163-62.7% | $152,861-60.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 25.73% | 150.76%-125.0pp | 115.59%-89.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,665 | $6,371-58.2% | $5,614-52.5% | $4,762-44.0% |
| Participant deferral / active EE | $4,149 | $8,034-48.4% | $7,298-43.1% | $5,850-29.1% |
| Admin fee / account holder | $1,615 | $13,121-87.7% | $10,843-85.1% | $11,596-86.1% |