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 | $48,905 | $105,181-53.5% | $159,436-69.3% | $85,850-43.0% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.8%-5.4pp | 69.3%+8.1pp |
| Annual return | 15.39% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,129 | $3,318-5.7% | $4,829-35.2% | $2,565+22.0% |
| Participant deferral / active EE | $7,417 | $5,945+24.8% | $7,352+0.9% | $3,952+87.7% |
| Admin fee / account holder | $12,840 | $6,933+85.2% | $10,799+18.9% | $6,260+105.1% |