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 | $50,141 | $102,966-51.3% | $90,281-44.5% | $152,861-67.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 19.04% | 95.16%-76.1pp | 78.10%-59.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,075 | $3,139-33.9% | $2,854-27.3% | $4,762-56.4% |
| Participant deferral / active EE | $4,475 | $4,281+4.5% | $3,885+15.2% | $5,850-23.5% |
| Admin fee / account holder | $12,153 | $6,171+97.0% | $5,351+127.1% | $11,596+4.8% |