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 | $48,883 | $112,096-56.4% | $95,952-49.1% | $158,922-69.2% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 24.85% | 171.09%-146.2pp | 91.61%-66.8pp | 302.83%-278.0pp |
| Employer contribution / active EE | $3,381 | $3,198+5.7% | $2,541+33.1% | $4,761-29.0% |
| Participant deferral / active EE | $7,110 | $4,784+48.6% | $4,167+70.6% | $5,982+18.8% |
| Admin fee / account holder | $11,660 | $10,130+15.1% | $6,795+71.6% | $11,246+3.7% |