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 | $70,820 | $176,056-59.8% | $159,436-55.6% | $167,490-57.7% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 19.08% | 331.75%-312.7pp | 263.57%-244.5pp | 478.56%-459.5pp |
| Employer contribution / active EE | $2,024 | $5,297-61.8% | $4,829-58.1% | $4,837-58.2% |
| Participant deferral / active EE | $6,774 | $7,750-12.6% | $7,352-7.9% | $6,341+6.8% |
| Admin fee / account holder | $786 | $12,554-93.7% | $10,799-92.7% | $12,309-93.6% |