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 | $63,283 | $100,773-37.2% | $88,946-28.9% | $142,382-55.6% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 12.68% | 70.18%-57.5pp | 57.82%-45.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,308 | $2,918+13.4% | $2,555+29.5% | $4,299-23.0% |
| Participant deferral / active EE | $5,199 | $5,230-0.6% | $4,581+13.5% | $6,507-20.1% |
| Admin fee / account holder | $3,718 | $9,693-61.6% | $8,261-55.0% | $12,624-70.5% |