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 | $56,895 | $112,881-49.6% | $90,951-37.4% | $158,922-64.2% |
| Participation rate | 86.4% | 74.7%+11.6pp | 69.0%+17.4pp | 82.0%+4.4pp |
| Annual return | 10.45% | 215.79%-205.3pp | 134.60%-124.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $2,227 | $2,893-23.0% | $2,122+5.0% | $4,761-53.2% |
| Participant deferral / active EE | $6,082 | $4,128+47.3% | $3,373+80.3% | $5,982+1.7% |
| Admin fee / account holder | $1,619 | $8,041-79.9% | $5,959-72.8% | $11,246-85.6% |