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 | $23,643 | $138,065-82.9% | $123,544-80.9% | $135,375-82.5% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | 7.49% | 153.68%-146.2pp | 119.20%-111.7pp | 519.73%-512.2pp |
| Employer contribution / active EE | $3,409 | $5,151-33.8% | $4,628-26.3% | $4,779-28.7% |
| Participant deferral / active EE | $6,572 | $6,799-3.3% | $6,426+2.3% | $5,609+17.2% |
| Admin fee / account holder | $5,060 | $10,916-53.6% | $9,284-45.5% | $10,827-53.3% |