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 | $54,729 | $112,096-51.2% | $95,952-43.0% | $158,922-65.6% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 6.21% | 171.09%-164.9pp | 91.61%-85.4pp | 302.83%-296.6pp |
| Employer contribution / active EE | $2,532 | $3,198-20.8% | $2,541-0.4% | $4,761-46.8% |
| Participant deferral / active EE | $5,064 | $4,784+5.9% | $4,167+21.5% | $5,982-15.3% |
| Admin fee / account holder | $8,285 | $10,130-18.2% | $6,795+21.9% | $11,246-26.3% |