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 | $50,999 | $112,096-54.5% | $95,952-46.8% | $158,922-67.9% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 22.56% | 171.09%-148.5pp | 91.61%-69.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,582 | $3,198-19.3% | $2,541+1.6% | $4,761-45.8% |
| Participant deferral / active EE | $5,562 | $4,784+16.3% | $4,167+33.5% | $5,982-7.0% |
| Admin fee / account holder | $1,239 | $10,130-87.8% | $6,795-81.8% | $11,246-89.0% |