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 | $43,045 | $152,587-71.8% | $125,175-65.6% | $152,861-71.8% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 24.71% | 54.84%-30.1pp | 43.79%-19.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $8,209 | $4,946+66.0% | $3,865+112.4% | $4,762+72.4% |
| Participant deferral / active EE | $4,663 | $5,868-20.5% | $4,937-5.5% | $5,850-20.3% |
| Admin fee / account holder | $992 | $13,434-92.6% | $9,702-89.8% | $11,596-91.4% |