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 | $62,749 | $107,334-41.5% | $92,893-32.4% | $152,861-58.9% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.4%-0.1pp |
| Annual return | 24.86% | 145.58%-120.7pp | 109.41%-84.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $973 | $4,221-77.0% | $3,653-73.4% | $4,762-79.6% |
| Participant deferral / active EE | $5,852 | $4,845+20.8% | $4,236+38.1% | $5,8500% |
| Admin fee / account holder | $5,325 | $7,079-24.8% | $5,794-8.1% | $11,596-54.1% |