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 | $58,914 | $112,096-47.4% | $95,952-38.6% | $158,922-62.9% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 24.44% | 171.09%-146.7pp | 91.61%-67.2pp | 302.83%-278.4pp |
| Employer contribution / active EE | $2,958 | $3,198-7.5% | $2,541+16.4% | $4,761-37.9% |
| Participant deferral / active EE | $7,934 | $4,784+65.8% | $4,167+90.4% | $5,982+32.6% |
| Admin fee / account holder | $2,482 | $10,130-75.5% | $6,795-63.5% | $11,246-77.9% |