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 | $76,246 | $209,411-63.6% | $178,490-57.3% | $158,922-52.0% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 24.20% | 188.75%-164.6pp | 151.07%-126.9pp | 302.83%-278.6pp |
| Employer contribution / active EE | $4,516 | $5,706-20.9% | $5,011-9.9% | $4,761-5.1% |
| Participant deferral / active EE | $4,145 | $5,954-30.4% | $5,202-20.3% | $5,982-30.7% |
| Admin fee / account holder | $10,210 | $17,074-40.2% | $13,984-27.0% | $11,246-9.2% |