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 | $42,224 | $107,934-60.9% | $91,989-54.1% | $152,861-72.4% |
| Participation rate | 86.7% | 81.2%+5.5pp | 78.6%+8.0pp | 82.4%+4.2pp |
| Annual return | 26.65% | 89.24%-62.6pp | 69.02%-42.4pp | 345.32%-318.7pp |
| Employer contribution / active EE | $3,859 | $4,210-8.3% | $3,452+11.8% | $4,762-19.0% |
| Participant deferral / active EE | $7,028 | $6,364+10.4% | $5,923+18.7% | $5,850+20.1% |
| Admin fee / account holder | $886 | $10,520-91.6% | $7,743-88.6% | $11,596-92.4% |