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 | $65,177 | $112,881-42.3% | $90,951-28.3% | $158,922-59.0% |
| Participation rate | 89.5% | 74.7%+14.7pp | 69.0%+20.5pp | 82.0%+7.5pp |
| Annual return | 8.41% | 215.79%-207.4pp | 134.60%-126.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,676 | $2,893-42.1% | $2,122-21.0% | $4,761-64.8% |
| Participant deferral / active EE | $4,089 | $4,128-0.9% | $3,373+21.2% | $5,982-31.6% |
| Admin fee / account holder | $1,446 | $8,041-82.0% | $5,959-75.7% | $11,246-87.1% |