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 | $76,032 | $112,096-32.2% | $95,952-20.8% | $158,922-52.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 26.22% | 171.09%-144.9pp | 91.61%-65.4pp | 302.83%-276.6pp |
| Employer contribution / active EE | $973 | $3,198-69.6% | $2,541-61.7% | $4,761-79.6% |
| Participant deferral / active EE | $3,463 | $4,784-27.6% | $4,167-16.9% | $5,982-42.1% |
| Admin fee / account holder | $13,100 | $10,130+29.3% | $6,795+92.8% | $11,246+16.5% |