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 | $45,817 | $100,773-54.5% | $88,946-48.5% | $142,382-67.8% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.8%+9.7pp | 80.1%-1.5pp |
| Annual return | 41.80% | 70.18%-28.4pp | 57.82%-16.0pp | 217.08%-175.3pp |
| Employer contribution / active EE | $2,217 | $2,918-24.0% | $2,555-13.2% | $4,299-48.4% |
| Participant deferral / active EE | $4,536 | $5,230-13.3% | $4,581-1.0% | $6,507-30.3% |
| Admin fee / account holder | $4,143 | $9,693-57.3% | $8,261-49.9% | $12,624-67.2% |