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 | $26,674 | $98,750-73.0% | $149,696-82.2% | $79,858-66.6% |
| Participation rate | 70.2% | 75.8%-5.6pp | 82.5%-12.3pp | 69.6%+0.6pp |
| Annual return | 33.31% | 27.43%+5.9pp | 276.60%-243.3pp | 31.71%+1.6pp |
| Employer contribution / active EE | $4,367 | $3,216+35.8% | $4,644-6.0% | $2,471+76.7% |
| Participant deferral / active EE | $9,106 | $5,680+60.3% | $6,842+33.1% | $3,740+143.5% |
| Admin fee / account holder | $1,782 | $6,053-70.6% | $9,309-80.9% | $5,306-66.4% |