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 | $34,761 | $105,859-67.2% | $90,160-61.4% | $147,584-76.4% |
| Participation rate | 79.2% | 79.7%-0.6pp | 76.9%+2.3pp | 82.8%-3.7pp |
| Annual return | 232.15% | 37.63%+194.5pp | 34.88%+197.3pp | 578.55%-346.4pp |
| Employer contribution / active EE | $2,841 | $4,126-31.2% | $3,318-14.4% | $4,876-41.7% |
| Participant deferral / active EE | $6,862 | $5,733+19.7% | $5,288+29.8% | $5,439+26.2% |
| Admin fee / account holder | $652 | $8,046-91.9% | $5,943-89.0% | $10,885-94.0% |