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 | $57,338 | $198,466-71.1% | $170,442-66.4% | $147,584-61.1% |
| Participation rate | 85.0% | 88.0%-3.0pp | 83.6%+1.4pp | 82.8%+2.2pp |
| Annual return | 15.40% | 257.29%-241.9pp | 205.93%-190.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $7,144 | $6,184+15.5% | $5,433+31.5% | $4,876+46.5% |
| Participant deferral / active EE | $5,896 | $5,629+4.7% | $4,939+19.4% | $5,439+8.4% |
| Admin fee / account holder | $554 | $16,852-96.7% | $13,880-96.0% | $10,885-94.9% |