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 | $65,335 | $56,114+16.4% | $96,139-32.0% | $85,850-23.9% |
| Participation rate | 91.1% | 56.7%+34.4pp | 68.4%+22.7pp | 69.3%+21.8pp |
| Annual return | 19.75% | 42.30%-22.6pp | 191.94%-172.2pp | 318.53%-298.8pp |
| Employer contribution / active EE | $1,113 | $1,620-31.3% | $2,797-60.2% | $2,565-56.6% |
| Participant deferral / active EE | $4,930 | $2,859+72.4% | $4,349+13.4% | $3,952+24.8% |
| Admin fee / account holder | $4,002 | $3,768+6.2% | $5,537-27.7% | $6,260-36.1% |