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 | $31,178 | $148,534-79.0% | $135,903-77.1% | $139,434-77.6% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 18.95% | 79.19%-60.2pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,602 | $5,243-31.3% | $4,856-25.8% | $4,751-24.2% |
| Participant deferral / active EE | $5,692 | $8,100-29.7% | $7,758-26.6% | $6,710-15.2% |
| Admin fee / account holder | $2,771 | $12,400-77.7% | $10,762-74.3% | $11,403-75.7% |