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 | $52,172 | $54,762-4.7% | $90,281-42.2% | $72,985-28.5% |
| Participation rate | 77.6% | 65.1%+12.5pp | 73.3%+4.4pp | 69.5%+8.1pp |
| Annual return | 49.45% | 30.63%+18.8pp | 78.10%-28.7pp | 81.00%-31.6pp |
| Employer contribution / active EE | $2,297 | $2,092+9.8% | $2,854-19.5% | $2,440-5.9% |
| Participant deferral / active EE | $3,527 | $2,887+22.2% | $3,885-9.2% | $3,607-2.2% |
| Admin fee / account holder | $433 | $3,972-89.1% | $5,351-91.9% | $5,124-91.5% |