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 | $55,517 | $209,411-73.5% | $178,490-68.9% | $158,922-65.1% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 20.98% | 188.75%-167.8pp | 151.07%-130.1pp | 302.83%-281.8pp |
| Employer contribution / active EE | $5,794 | $5,706+1.5% | $5,011+15.6% | $4,761+21.7% |
| Participant deferral / active EE | $6,332 | $5,954+6.3% | $5,202+21.7% | $5,982+5.8% |
| Admin fee / account holder | $466 | $17,074-97.3% | $13,984-96.7% | $11,246-95.9% |