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 | $58,350 | $109,982-46.9% | $97,226-40.0% | $145,922-60.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 13.58% | 242.90%-229.3pp | 75.13%-61.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,807 | $3,084+23.4% | $2,729+39.5% | $4,660-18.3% |
| Participant deferral / active EE | $7,597 | $4,676+62.5% | $4,264+78.2% | $6,688+13.6% |
| Admin fee / account holder | $634 | $6,221-89.8% | $5,654-88.8% | $13,397-95.3% |