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 | $39,558 | $106,890-63.0% | $84,015-52.9% | $152,861-74.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 16.77% | 104.99%-88.2pp | 71.31%-54.5pp | 345.32%-328.6pp |
| Employer contribution / active EE | $4,533 | $2,734+65.8% | $1,983+128.5% | $4,762-4.8% |
| Participant deferral / active EE | $3,310 | $4,011-17.5% | $3,239+2.2% | $5,850-43.4% |
| Admin fee / account holder | $3,860 | $8,285-53.4% | $6,101-36.7% | $11,596-66.7% |