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 | $50,090 | $175,202-71.4% | $149,673-66.5% | $139,434-64.1% |
| Participation rate | 89.5% | 83.4%+6.1pp | 78.8%+10.7pp | 80.3%+9.2pp |
| Annual return | 21.78% | 166.71%-144.9pp | 134.42%-112.6pp | 372.94%-351.2pp |
| Employer contribution / active EE | $7,114 | $5,474+29.9% | $4,818+47.7% | $4,751+49.7% |
| Participant deferral / active EE | $6,521 | $6,5190% | $5,680+14.8% | $6,710-2.8% |
| Admin fee / account holder | $2,622 | $16,150-83.8% | $13,210-80.1% | $11,403-77.0% |