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 | $62,126 | $107,334-42.1% | $92,893-33.1% | $152,861-59.4% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 16.76% | 145.58%-128.8pp | 109.41%-92.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $2,523 | $4,221-40.2% | $3,653-30.9% | $4,762-47.0% |
| Participant deferral / active EE | $4,505 | $4,845-7.0% | $4,236+6.3% | $5,850-23.0% |
| Admin fee / account holder | $5,285 | $7,079-25.4% | $5,794-8.8% | $11,596-54.4% |