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 | $64,908 | $209,411-69.0% | $178,490-63.6% | $158,922-59.2% |
| Participation rate | 70.8% | 86.3%-15.5pp | 81.9%-11.1pp | 82.0%-11.1pp |
| Annual return | 12.12% | 188.75%-176.6pp | 151.07%-139.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,759 | $5,706-69.2% | $5,011-64.9% | $4,761-63.0% |
| Participant deferral / active EE | $3,553 | $5,954-40.3% | $5,202-31.7% | $5,982-40.6% |
| Admin fee / account holder | $17,767 | $17,074+4.1% | $13,984+27.1% | $11,246+58.0% |