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 | $51,721 | $116,175-55.5% | $93,606-44.7% | $152,861-66.2% |
| Participation rate | 71.4% | 78.0%-6.6pp | 75.8%-4.4pp | 82.4%-11.0pp |
| Annual return | 25.10% | 35.96%-10.9pp | 32.76%-7.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,497 | $3,218-53.5% | $2,718-44.9% | $4,762-68.6% |
| Participant deferral / active EE | $5,122 | $4,603+11.3% | $4,069+25.9% | $5,850-12.5% |
| Admin fee / account holder | $5,143 | $10,748-52.2% | $7,888-34.8% | $11,596-55.7% |