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 9-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 | $50,139 | $102,616-51.1% | $81,983-38.8% | $158,922-68.5% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.2%+8.5pp | 82.0%-4.2pp |
| Annual return | 19.74% | 61.04%-41.3pp | 41.31%-21.6pp | 302.83%-283.1pp |
| Employer contribution / active EE | $760 | $3,240-76.6% | $2,498-69.6% | $4,761-84.0% |
| Participant deferral / active EE | $5,230 | $4,648+12.5% | $3,722+40.5% | $5,982-12.6% |
| Admin fee / account holder | $650 | $8,235-92.1% | $5,664-88.5% | $11,246-94.2% |