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 | $64,353 | $144,119-55.3% | $117,854-45.4% | $147,584-56.4% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 20.74% | 531.15%-510.4pp | 335.08%-314.3pp | 578.55%-557.8pp |
| Employer contribution / active EE | $4,707 | $4,896-3.9% | $3,786+24.3% | $4,876-3.5% |
| Participant deferral / active EE | $13,285 | $5,316+149.9% | $4,482+196.4% | $5,439+144.3% |
| Admin fee / account holder | $962 | $10,886-91.2% | $8,020-88.0% | $10,885-91.2% |