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 | $50,424 | $117,841-57.2% | $102,423-50.8% | $145,922-65.4% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 17.49% | 31.65%-14.2pp | 29.32%-11.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,296 | $3,615-8.8% | $3,023+9.0% | $4,660-29.3% |
| Participant deferral / active EE | $9,951 | $5,731+73.6% | $5,053+96.9% | $6,688+48.8% |
| Admin fee / account holder | $17,118 | $13,326+28.5% | $9,451+81.1% | $13,397+27.8% |