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 | $65,080 | $126,574-48.6% | $106,213-38.7% | $145,922-55.4% |
| Participation rate | 86.4% | 77.6%+8.7pp | 75.3%+11.1pp | 80.3%+6.1pp |
| Annual return | 12.95% | 224.79%-211.8pp | 116.14%-103.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $4,925 | $3,730+32.0% | $3,171+55.3% | $4,660+5.7% |
| Participant deferral / active EE | $14,783 | $5,724+158.3% | $5,016+194.7% | $6,688+121.1% |
| Admin fee / account holder | $2,123 | $17,304-87.7% | $11,033-80.8% | $13,397-84.2% |