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 | $70,446 | $198,466-64.5% | $170,442-58.7% | $147,584-52.3% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 9.47% | 257.29%-247.8pp | 205.93%-196.5pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,830 | $6,184-70.4% | $5,433-66.3% | $4,876-62.5% |
| Participant deferral / active EE | $3,645 | $5,629-35.3% | $4,939-26.2% | $5,439-33.0% |
| Admin fee / account holder | $2,540 | $16,852-84.9% | $13,880-81.7% | $10,885-76.7% |