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 | $33,669 | $106,890-68.5% | $84,015-59.9% | $152,861-78.0% |
| Participation rate | 92.9% | 75.2%+17.6pp | 69.0%+23.8pp | 82.4%+10.4pp |
| Annual return | 18.75% | 104.99%-86.2pp | 71.31%-52.6pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,417 | $2,734-11.6% | $1,983+21.8% | $4,762-49.3% |
| Participant deferral / active EE | $3,892 | $4,011-3.0% | $3,239+20.2% | $5,850-33.5% |
| Admin fee / account holder | $7,995 | $8,285-3.5% | $6,101+31.0% | $11,596-31.1% |