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 | $61,752 | $209,411-70.5% | $178,490-65.4% | $158,922-61.1% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 13.99% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,948 | $5,706-65.9% | $5,011-61.1% | $4,761-59.1% |
| Participant deferral / active EE | $6,391 | $5,954+7.3% | $5,202+22.9% | $5,982+6.8% |
| Admin fee / account holder | $462 | $17,074-97.3% | $13,984-96.7% | $11,246-95.9% |