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 | $42,323 | $105,181-59.8% | $159,436-73.5% | $85,850-50.7% |
| Participation rate | 70.7% | 75.8%-5.0pp | 82.8%-12.1pp | 69.3%+1.4pp |
| Annual return | 24.82% | 45.07%-20.3pp | 263.57%-238.7pp | 318.53%-293.7pp |
| Employer contribution / active EE | $2,796 | $3,318-15.7% | $4,829-42.1% | $2,565+9.0% |
| Participant deferral / active EE | $6,136 | $5,945+3.2% | $7,352-16.5% | $3,952+55.3% |
| Admin fee / account holder | $3,372 | $6,933-51.4% | $10,799-68.8% | $6,260-46.1% |