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 | $57,301 | $176,056-67.5% | $159,436-64.1% | $167,490-65.8% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 17.40% | 331.75%-314.3pp | 263.57%-246.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,065 | $5,297-61.0% | $4,829-57.2% | $4,837-57.3% |
| Participant deferral / active EE | $4,805 | $7,750-38.0% | $7,352-34.6% | $6,341-24.2% |
| Admin fee / account holder | $2,031 | $12,554-83.8% | $10,799-81.2% | $12,309-83.5% |