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 | $57,802 | $107,334-46.1% | $92,893-37.8% | $152,861-62.2% |
| Participation rate | 81.3% | 79.8%+1.5pp | 76.0%+5.2pp | 82.4%-1.2pp |
| Annual return | 22.45% | 145.58%-123.1pp | 109.41%-87.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,480 | $4,221-64.9% | $3,653-59.5% | $4,762-68.9% |
| Participant deferral / active EE | $3,897 | $4,845-19.6% | $4,236-8.0% | $5,850-33.4% |
| Admin fee / account holder | $961 | $7,079-86.4% | $5,794-83.4% | $11,596-91.7% |