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 | $66,642 | $201,272-66.9% | $184,203-63.8% | $145,922-54.3% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 10.85% | 29.00%-18.1pp | 28.81%-18.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,462 | $7,022-50.7% | $6,427-46.1% | $4,660-25.7% |
| Participant deferral / active EE | $6,984 | $9,806-28.8% | $9,131-23.5% | $6,688+4.4% |
| Admin fee / account holder | $606 | $16,364-96.3% | $13,901-95.6% | $13,397-95.5% |