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 | $77,734 | $209,411-62.9% | $178,490-56.4% | $158,922-51.1% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 13.43% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $3,823 | $5,706-33.0% | $5,011-23.7% | $4,761-19.7% |
| Participant deferral / active EE | $11,357 | $5,954+90.7% | $5,202+118.3% | $5,982+89.9% |
| Admin fee / account holder | $2,301 | $17,074-86.5% | $13,984-83.5% | $11,246-79.5% |