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 | $46,283 | $63,346-26.9% | $92,233-49.8% | $70,131-34.0% |
| Participation rate | 72.4% | 68.7%+3.7pp | 76.5%-4.1pp | 69.5%+2.9pp |
| Annual return | 20.20% | 530.12%-509.9pp | 176.28%-156.1pp | 73.14%-52.9pp |
| Employer contribution / active EE | $2,488 | $2,471+0.7% | $3,679-32.4% | $2,342+6.2% |
| Participant deferral / active EE | $3,551 | $2,854+24.4% | $3,897-8.9% | $3,332+6.6% |
| Admin fee / account holder | $714 | $3,840-81.4% | $5,194-86.3% | $4,645-84.6% |