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 | $45,142 | $105,181-57.1% | $159,436-71.7% | $85,850-47.4% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.8%-4.5pp | 69.3%+9.0pp |
| Annual return | 34.38% | 45.07%-10.7pp | 263.57%-229.2pp | 318.53%-284.2pp |
| Employer contribution / active EE | $1,708 | $3,318-48.5% | $4,829-64.6% | $2,565-33.4% |
| Participant deferral / active EE | $4,692 | $5,945-21.1% | $7,352-36.2% | $3,952+18.7% |
| Admin fee / account holder | $3,685 | $6,933-46.9% | $10,799-65.9% | $6,260-41.1% |