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 | $63,851 | $105,126-39.3% | $94,646-32.5% | $139,434-54.2% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 28.64% | 38.03%-9.4pp | 156.71%-128.1pp | 372.94%-344.3pp |
| Employer contribution / active EE | $2,301 | $4,106-43.9% | $3,672-37.3% | $4,751-51.6% |
| Participant deferral / active EE | $4,331 | $7,599-43.0% | $7,418-41.6% | $6,710-35.5% |
| Admin fee / account holder | $593 | $8,984-93.4% | $7,231-91.8% | $11,403-94.8% |