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 | $57,768 | $105,126-45.0% | $94,646-39.0% | $139,434-58.6% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 17.57% | 38.03%-20.5pp | 156.71%-139.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,932 | $4,106-4.2% | $3,672+7.1% | $4,751-17.2% |
| Participant deferral / active EE | $11,355 | $7,599+49.4% | $7,418+53.1% | $6,710+69.2% |
| Admin fee / account holder | $14,003 | $8,984+55.9% | $7,231+93.7% | $11,403+22.8% |