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 | $38,814 | $133,922-71.0% | $116,228-66.6% | $142,382-72.7% |
| Participation rate | 79.2% | 77.9%+1.3pp | 74.6%+4.6pp | 80.1%-1.0pp |
| Annual return | 10.65% | 147.76%-137.1pp | 90.06%-79.4pp | 217.08%-206.4pp |
| Employer contribution / active EE | $4,706 | $3,446+36.6% | $2,994+57.2% | $4,299+9.5% |
| Participant deferral / active EE | $3,845 | $5,672-32.2% | $4,953-22.4% | $6,507-40.9% |
| Admin fee / account holder | $9,268 | $14,945-38.0% | $11,989-22.7% | $12,624-26.6% |