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 | $51,956 | $152,587-66.0% | $125,175-58.5% | $152,861-66.0% |
| Participation rate | 86.4% | 83.3%+3.0pp | 79.8%+6.6pp | 82.4%+3.9pp |
| Annual return | 19.83% | 54.84%-35.0pp | 43.79%-24.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $3,459 | $4,946-30.1% | $3,865-10.5% | $4,762-27.4% |
| Participant deferral / active EE | $6,802 | $5,868+15.9% | $4,937+37.8% | $5,850+16.3% |
| Admin fee / account holder | $10,779 | $13,434-19.8% | $9,702+11.1% | $11,596-7.0% |