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 | $69,856 | $112,096-37.7% | $95,952-27.2% | $158,922-56.0% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 19.11% | 171.09%-152.0pp | 91.61%-72.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,784 | $3,198-12.9% | $2,541+9.6% | $4,761-41.5% |
| Participant deferral / active EE | $5,281 | $4,784+10.4% | $4,167+26.7% | $5,982-11.7% |
| Admin fee / account holder | $1,373 | $10,130-86.4% | $6,795-79.8% | $11,246-87.8% |