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 | $31,595 | $107,334-70.6% | $92,893-66.0% | $152,861-79.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 25.07% | 145.58%-120.5pp | 109.41%-84.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $4,538 | $4,221+7.5% | $3,653+24.2% | $4,762-4.7% |
| Participant deferral / active EE | $2,054 | $4,845-57.6% | $4,236-51.5% | $5,850-64.9% |
| Admin fee / account holder | $712 | $7,079-89.9% | $5,794-87.7% | $11,596-93.9% |