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 | $69,274 | $175,202-60.5% | $149,673-53.7% | $139,434-50.3% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 25.51% | 166.71%-141.2pp | 134.42%-108.9pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,268 | $5,474-58.6% | $4,818-52.9% | $4,751-52.3% |
| Participant deferral / active EE | $5,640 | $6,519-13.5% | $5,680-0.7% | $6,710-15.9% |
| Admin fee / account holder | $4,615 | $16,150-71.4% | $13,210-65.1% | $11,403-59.5% |