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 | $80,052 | $185,822-56.9% | $169,993-52.9% | $139,434-42.6% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 16.42% | 60.50%-44.1pp | 53.37%-36.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,458 | $7,590-67.6% | $6,785-63.8% | $4,751-48.3% |
| Participant deferral / active EE | $7,331 | $11,622-36.9% | $10,408-29.6% | $6,710+9.2% |
| Admin fee / account holder | $8,325 | $15,381-45.9% | $12,815-35.0% | $11,403-27.0% |