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 | $72,500 | $197,591-63.3% | $177,821-59.2% | $158,922-54.4% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.7%+7.5pp | 82.0%+13.3pp |
| Annual return | 13.82% | 58.76%-44.9pp | 48.32%-34.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $5,757 | $6,697-14.0% | $5,918-2.7% | $4,761+20.9% |
| Participant deferral / active EE | $9,011 | $8,405+7.2% | $7,714+16.8% | $5,982+50.6% |
| Admin fee / account holder | $4,065 | $15,399-73.6% | $12,427-67.3% | $11,246-63.9% |