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 | $69,099 | $150,187-54.0% | $120,354-42.6% | $145,922-52.6% |
| Participation rate | 84.6% | 78.8%+5.9pp | 71.9%+12.7pp | 80.3%+4.3pp |
| Annual return | 9.85% | 154.07%-144.2pp | 107.15%-97.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,362 | $4,348-45.7% | $3,463-31.8% | $4,660-49.3% |
| Participant deferral / active EE | $3,242 | $6,173-47.5% | $4,991-35.1% | $6,688-51.5% |
| Admin fee / account holder | $2,252 | $12,207-81.6% | $9,423-76.1% | $13,397-83.2% |