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 | $58,594 | $102,966-43.1% | $90,281-35.1% | $152,861-61.7% |
| Participation rate | 81.3% | 75.9%+5.4pp | 73.3%+8.0pp | 82.4%-1.2pp |
| Annual return | 16.79% | 95.16%-78.4pp | 78.10%-61.3pp | 345.32%-328.5pp |
| Employer contribution / active EE | $5,557 | $3,139+77.1% | $2,854+94.7% | $4,762+16.7% |
| Participant deferral / active EE | $3,134 | $4,281-26.8% | $3,885-19.3% | $5,850-46.4% |
| Admin fee / account holder | $6,889 | $6,171+11.6% | $5,351+28.7% | $11,596-40.6% |