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 | $56,192 | $99,652-43.6% | $78,778-28.7% | $147,584-61.9% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 10.06% | 47.28%-37.2pp | 35.62%-25.6pp | 578.55%-568.5pp |
| Employer contribution / active EE | $3,351 | $2,796+19.9% | $1,986+68.8% | $4,876-31.3% |
| Participant deferral / active EE | $2,076 | $3,664-43.3% | $2,958-29.8% | $5,439-61.8% |
| Admin fee / account holder | $504 | $7,155-93.0% | $5,134-90.2% | $10,885-95.4% |