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 | $122,190 | $226,064-45.9% | $182,532-33.1% | $152,861-20.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 26.22% | 192.51%-166.3pp | 148.54%-122.3pp | 345.32%-319.1pp |
| Employer contribution / active EE | $2,282 | $4,978-54.2% | $4,076-44.0% | $4,762-52.1% |
| Participant deferral / active EE | $9,011 | $6,368+41.5% | $5,524+63.1% | $5,850+54.0% |
| Admin fee / account holder | $23,493 | $10,703+119.5% | $8,592+173.4% | $11,596+102.6% |