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 | $61,076 | $98,240-37.8% | $82,313-25.8% | $147,584-58.6% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 19.35% | 30.85%-11.5pp | 25.88%-6.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,113 | $3,192-2.5% | $2,428+28.2% | $4,876-36.2% |
| Participant deferral / active EE | $1,587 | $4,383-63.8% | $3,706-57.2% | $5,439-70.8% |
| Admin fee / account holder | $1,650 | $8,563-80.7% | $5,608-70.6% | $10,885-84.8% |