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 | $60,451 | $112,881-46.4% | $90,951-33.5% | $158,922-62.0% |
| Participation rate | 95.0% | 74.7%+20.3pp | 69.0%+26.0pp | 82.0%+13.0pp |
| Annual return | 16.88% | 215.79%-198.9pp | 134.60%-117.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,722 | $2,893-40.5% | $2,122-18.8% | $4,761-63.8% |
| Participant deferral / active EE | $2,708 | $4,128-34.4% | $3,373-19.7% | $5,982-54.7% |
| Admin fee / account holder | $500 | $8,041-93.8% | $5,959-91.6% | $11,246-95.5% |