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 | $67,421 | $107,934-37.5% | $91,989-26.7% | $152,861-55.9% |
| Participation rate | 72.7% | 81.2%-8.5pp | 78.6%-5.9pp | 82.4%-9.7pp |
| Annual return | 21.85% | 89.24%-67.4pp | 69.02%-47.2pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,703 | $4,210-35.8% | $3,452-21.7% | $4,762-43.2% |
| Participant deferral / active EE | $7,220 | $6,364+13.4% | $5,923+21.9% | $5,850+23.4% |
| Admin fee / account holder | $5,195 | $10,520-50.6% | $7,743-32.9% | $11,596-55.2% |