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 9-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 | $43,910 | $118,680-63.0% | $98,907-55.6% | $158,922-72.4% |
| Participation rate | 78.6% | 77.8%+0.7pp | 76.0%+2.5pp | 82.0%-3.4pp |
| Annual return | 11.74% | 372.35%-360.6pp | 196.43%-184.7pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,791 | $3,333-16.3% | $2,689+3.8% | $4,761-41.4% |
| Participant deferral / active EE | $7,211 | $5,088+41.7% | $4,244+69.9% | $5,982+20.5% |
| Admin fee / account holder | $5,805 | $10,131-42.7% | $6,642-12.6% | $11,246-48.4% |