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 5-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 | $79,452 | $165,984-52.1% | $164,813-51.8% | $145,922-45.6% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 36.80% | 100.03%-63.2pp | 69.93%-33.1pp | 561.29%-524.5pp |
| Employer contribution / active EE | $3,142 | $5,273-40.4% | $4,341-27.6% | $4,660-32.6% |
| Participant deferral / active EE | $20,971 | $6,959+201.3% | $6,031+247.7% | $6,688+213.6% |
| Admin fee / account holder | $13,815 | $16,648-17.0% | $12,690+8.9% | $13,397+3.1% |