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 | $44,232 | $176,377-74.9% | $134,143-67.0% | $158,922-72.2% |
| Participation rate | 90.0% | 78.7%+11.3pp | 72.2%+17.8pp | 82.0%+8.0pp |
| Annual return | 15.84% | 63.63%-47.8pp | 36.33%-20.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $6,280 | $5,040+24.6% | $3,704+69.5% | $4,761+31.9% |
| Participant deferral / active EE | $7,289 | $4,091+78.2% | $3,499+108.3% | $5,982+21.8% |
| Admin fee / account holder | $8,900 | $8,718+2.1% | $6,684+33.1% | $11,246-20.9% |