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 | $61,669 | $107,334-42.5% | $92,893-33.6% | $152,861-59.7% |
| Participation rate | 78.3% | 79.8%-1.5pp | 76.0%+2.3pp | 82.4%-4.2pp |
| Annual return | 24.04% | 145.58%-121.5pp | 109.41%-85.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,852 | $4,221-56.1% | $3,653-49.3% | $4,762-61.1% |
| Participant deferral / active EE | $3,873 | $4,845-20.1% | $4,236-8.6% | $5,850-33.8% |
| Admin fee / account holder | $818 | $7,079-88.4% | $5,794-85.9% | $11,596-92.9% |