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 | $65,198 | $152,587-57.3% | $125,175-47.9% | $152,861-57.3% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 25.08% | 54.84%-29.8pp | 43.79%-18.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,252 | $4,946-54.5% | $3,865-41.7% | $4,762-52.7% |
| Participant deferral / active EE | $6,554 | $5,868+11.7% | $4,937+32.8% | $5,850+12.0% |
| Admin fee / account holder | $755 | $13,434-94.4% | $9,702-92.2% | $11,596-93.5% |