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 | $62,216 | $89,355-30.4% | $141,162-55.9% | $72,985-14.8% |
| Participation rate | 74.5% | 75.1%-0.6pp | 82.5%-8.0pp | 69.5%+5.0pp |
| Annual return | 23.92% | 111.85%-87.9pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,440 | $3,114+10.5% | $4,735-27.4% | $2,440+41.0% |
| Participant deferral / active EE | $6,626 | $5,418+22.3% | $6,709-1.2% | $3,607+83.7% |
| Admin fee / account holder | $4,954 | $5,958-16.9% | $10,261-51.7% | $5,124-3.3% |