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 | $55,471 | $152,587-63.6% | $125,175-55.7% | $152,861-63.7% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 18.89% | 54.84%-35.9pp | 43.79%-24.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $9,050 | $4,946+83.0% | $3,865+134.1% | $4,762+90.0% |
| Participant deferral / active EE | $4,190 | $5,868-28.6% | $4,937-15.1% | $5,850-28.4% |
| Admin fee / account holder | $870 | $13,434-93.5% | $9,702-91.0% | $11,596-92.5% |