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 | $55,365 | $183,963-69.9% | $162,163-65.9% | $152,861-63.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 31.09% | 150.76%-119.7pp | 115.59%-84.5pp | 345.32%-314.2pp |
| Employer contribution / active EE | $2,391 | $6,371-62.5% | $5,614-57.4% | $4,762-49.8% |
| Participant deferral / active EE | $8,515 | $8,034+6.0% | $7,298+16.7% | $5,850+45.5% |
| Admin fee / account holder | $3,786 | $13,121-71.1% | $10,843-65.1% | $11,596-67.4% |