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 | $68,774 | $144,119-52.3% | $117,854-41.6% | $147,584-53.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 18.80% | 531.15%-512.3pp | 335.08%-316.3pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,173 | $4,896-76.0% | $3,786-69.0% | $4,876-75.9% |
| Participant deferral / active EE | $1,695 | $5,316-68.1% | $4,482-62.2% | $5,439-68.8% |
| Admin fee / account holder | $900 | $10,886-91.7% | $8,020-88.8% | $10,885-91.7% |