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 | $57,101 | $157,256-63.7% | $141,162-59.5% | $152,861-62.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 69.93% | 64.32%+5.6pp | 71.39%-1.5pp | 345.32%-275.4pp |
| Employer contribution / active EE | $5,293 | $5,261+0.6% | $4,735+11.8% | $4,762+11.1% |
| Participant deferral / active EE | $10,462 | $7,109+47.2% | $6,709+55.9% | $5,850+78.8% |
| Admin fee / account holder | $2,611 | $12,120-78.5% | $10,261-74.6% | $11,596-77.5% |