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 | $60,084 | $152,587-60.6% | $125,175-52.0% | $152,861-60.7% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 28.69% | 54.84%-26.1pp | 43.79%-15.1pp | 345.32%-316.6pp |
| Employer contribution / active EE | $2,818 | $4,946-43.0% | $3,865-27.1% | $4,762-40.8% |
| Participant deferral / active EE | $7,834 | $5,868+33.5% | $4,937+58.7% | $5,850+33.9% |
| Admin fee / account holder | $821 | $13,434-93.9% | $9,702-91.5% | $11,596-92.9% |