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 | $57,533 | $108,919-47.2% | $100,391-42.7% | $145,922-60.6% |
| Participation rate | 72.7% | 82.9%-10.2pp | 81.5%-8.8pp | 80.3%-7.5pp |
| Annual return | 13.50% | 57.88%-44.4pp | 49.20%-35.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,636 | $4,419-40.4% | $3,942-33.1% | $4,660-43.4% |
| Participant deferral / active EE | $4,457 | $8,445-47.2% | $8,082-44.9% | $6,688-33.4% |
| Admin fee / account holder | $3,977 | $9,689-58.9% | $7,899-49.6% | $13,397-70.3% |