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 | $60,106 | $112,881-46.8% | $90,951-33.9% | $158,922-62.2% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 9.45% | 215.79%-206.3pp | 134.60%-125.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,697 | $2,893-41.3% | $2,122-20.0% | $4,761-64.3% |
| Participant deferral / active EE | $3,609 | $4,128-12.6% | $3,373+7.0% | $5,982-39.7% |
| Admin fee / account holder | $3,358 | $8,041-58.2% | $5,959-43.6% | $11,246-70.1% |