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 | $59,803 | $175,202-65.9% | $149,673-60.0% | $139,434-57.1% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 11.56% | 166.71%-155.1pp | 134.42%-122.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $2,451 | $5,474-55.2% | $4,818-49.1% | $4,751-48.4% |
| Participant deferral / active EE | $4,122 | $6,519-36.8% | $5,680-27.4% | $6,710-38.6% |
| Admin fee / account holder | $13,955 | $16,150-13.6% | $13,210+5.6% | $11,403+22.4% |