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 | $85,542 | $115,770-26.1% | $101,248-15.5% | $158,922-46.2% |
| Participation rate | 76.2% | 79.4%-3.2pp | 75.8%+0.4pp | 82.0%-5.8pp |
| Annual return | 13.59% | 56.14%-42.6pp | 46.47%-32.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $4,531 | $4,175+8.5% | $3,660+23.8% | $4,761-4.8% |
| Participant deferral / active EE | $7,355 | $4,957+48.4% | $4,370+68.3% | $5,982+23.0% |
| Admin fee / account holder | $25,736 | $7,245+255.2% | $5,945+332.9% | $11,246+128.8% |