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 | $55,575 | $118,680-53.2% | $98,907-43.8% | $158,922-65.0% |
| Participation rate | 76.9% | 77.8%-0.9pp | 76.0%+0.9pp | 82.0%-5.0pp |
| Annual return | 20.68% | 372.35%-351.7pp | 196.43%-175.7pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,349 | $3,333-29.5% | $2,689-12.6% | $4,761-50.7% |
| Participant deferral / active EE | $7,902 | $5,088+55.3% | $4,244+86.2% | $5,982+32.1% |
| Admin fee / account holder | $1,141 | $10,131-88.7% | $6,642-82.8% | $11,246-89.9% |