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 | $55,084 | $111,724-50.7% | $93,606-41.2% | $145,922-62.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 7.97% | 202.98%-195.0pp | 133.20%-125.2pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,625 | $3,090-15.0% | $2,420+8.5% | $4,660-43.7% |
| Participant deferral / active EE | $4,899 | $4,912-0.3% | $4,411+11.1% | $6,688-26.7% |
| Admin fee / account holder | $489 | $10,250-95.2% | $8,285-94.1% | $13,397-96.4% |