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 | $62,622 | $107,334-41.7% | $92,893-32.6% | $152,861-59.0% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.4%+12.6pp |
| Annual return | 24.52% | 145.58%-121.1pp | 109.41%-84.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $4,371 | $4,221+3.6% | $3,653+19.7% | $4,762-8.2% |
| Participant deferral / active EE | $4,582 | $4,845-5.4% | $4,236+8.2% | $5,850-21.7% |
| Admin fee / account holder | $1,546 | $7,079-78.2% | $5,794-73.3% | $11,596-86.7% |