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 | $83,827 | $108,919-23.0% | $100,391-16.5% | $145,922-42.6% |
| Participation rate | 77.8% | 82.9%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 23.04% | 57.88%-34.8pp | 49.20%-26.2pp | 561.29%-538.2pp |
| Employer contribution / active EE | $2,373 | $4,419-46.3% | $3,942-39.8% | $4,660-49.1% |
| Participant deferral / active EE | $3,474 | $8,445-58.9% | $8,082-57.0% | $6,688-48.1% |
| Admin fee / account holder | $773 | $9,689-92.0% | $7,899-90.2% | $13,397-94.2% |