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 | $28,701 | $89,355-67.9% | $141,162-79.7% | $72,985-60.7% |
| Participation rate | 73.5% | 75.1%-1.6pp | 82.5%-9.0pp | 69.5%+4.0pp |
| Annual return | 70.32% | 111.85%-41.5pp | 71.39%-1.1pp | 81.00%-10.7pp |
| Employer contribution / active EE | $2,988 | $3,114-4.1% | $4,735-36.9% | $2,440+22.5% |
| Participant deferral / active EE | $5,229 | $5,418-3.5% | $6,709-22.1% | $3,607+44.9% |
| Admin fee / account holder | $2,302 | $5,958-61.4% | $10,261-77.6% | $5,124-55.1% |