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 | $73,968 | $159,901-53.7% | $146,958-49.7% | $145,922-49.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 21.90% | 98.13%-76.2pp | 418.34%-396.4pp | 561.29%-539.4pp |
| Employer contribution / active EE | $3,613 | $5,286-31.7% | $4,933-26.8% | $4,660-22.5% |
| Participant deferral / active EE | $8,703 | $8,428+3.3% | $8,070+7.8% | $6,688+30.1% |
| Admin fee / account holder | $2,421 | $15,044-83.9% | $12,998-81.4% | $13,397-81.9% |