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 | $41,164 | $105,181-60.9% | $159,436-74.2% | $85,850-52.1% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.8%-4.4pp | 69.3%+9.1pp |
| Annual return | 22.06% | 45.07%-23.0pp | 263.57%-241.5pp | 318.53%-296.5pp |
| Employer contribution / active EE | $2,570 | $3,318-22.5% | $4,829-46.8% | $2,565+0.2% |
| Participant deferral / active EE | $4,930 | $5,945-17.1% | $7,352-32.9% | $3,952+24.8% |
| Admin fee / account holder | $1,309 | $6,933-81.1% | $10,799-87.9% | $6,260-79.1% |