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 | $65,866 | $152,587-56.8% | $125,175-47.4% | $152,861-56.9% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.4%+11.3pp |
| Annual return | 21.24% | 54.84%-33.6pp | 43.79%-22.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,476 | $4,946-70.2% | $3,865-61.8% | $4,762-69.0% |
| Participant deferral / active EE | $5,660 | $5,868-3.5% | $4,937+14.7% | $5,850-3.2% |
| Admin fee / account holder | $7,894 | $13,434-41.2% | $9,702-18.6% | $11,596-31.9% |