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 | $62,655 | $115,770-45.9% | $101,248-38.1% | $158,922-60.6% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 24.73% | 56.14%-31.4pp | 46.47%-21.7pp | 302.83%-278.1pp |
| Employer contribution / active EE | $1,745 | $4,175-58.2% | $3,660-52.3% | $4,761-63.3% |
| Participant deferral / active EE | $4,585 | $4,957-7.5% | $4,370+4.9% | $5,982-23.4% |
| Admin fee / account holder | $994 | $7,245-86.3% | $5,945-83.3% | $11,246-91.2% |