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 | $73,464 | $106,890-31.3% | $84,015-12.6% | $152,861-51.9% |
| Participation rate | 90.5% | 75.2%+15.2pp | 69.0%+21.5pp | 82.4%+8.0pp |
| Annual return | 21.16% | 104.99%-83.8pp | 71.31%-50.1pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,066 | $2,734-24.4% | $1,983+4.2% | $4,762-56.6% |
| Participant deferral / active EE | $3,419 | $4,011-14.8% | $3,239+5.6% | $5,850-41.6% |
| Admin fee / account holder | $11,662 | $8,285+40.8% | $6,101+91.2% | $11,596+0.6% |