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 | $77,359 | $183,963-57.9% | $162,163-52.3% | $152,861-49.4% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 26.52% | 150.76%-124.2pp | 115.59%-89.1pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,626 | $6,371-74.5% | $5,614-71.0% | $4,762-65.9% |
| Participant deferral / active EE | $3,466 | $8,034-56.9% | $7,298-52.5% | $5,850-40.8% |
| Admin fee / account holder | $628 | $13,121-95.2% | $10,843-94.2% | $11,596-94.6% |