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 | $45,186 | $198,466-77.2% | $170,442-73.5% | $147,584-69.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 21.06% | 257.29%-236.2pp | 205.93%-184.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,371 | $6,184-61.7% | $5,433-56.4% | $4,876-51.4% |
| Participant deferral / active EE | $3,864 | $5,629-31.4% | $4,939-21.8% | $5,439-29.0% |
| Admin fee / account holder | $377 | $16,852-97.8% | $13,880-97.3% | $10,885-96.5% |