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 | $39,366 | $99,652-60.5% | $78,778-50.0% | $147,584-73.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 24.86% | 47.28%-22.4pp | 35.62%-10.8pp | 578.55%-553.7pp |
| Employer contribution / active EE | $2,223 | $2,796-20.5% | $1,986+12.0% | $4,876-54.4% |
| Participant deferral / active EE | $4,698 | $3,664+28.2% | $2,958+58.8% | $5,439-13.6% |
| Admin fee / account holder | $4,726 | $7,155-34.0% | $5,134-8.0% | $10,885-56.6% |