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 | $75,925 | $112,096-32.3% | $95,952-20.9% | $158,922-52.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 19.10% | 171.09%-152.0pp | 91.61%-72.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,001 | $3,198-68.7% | $2,541-60.6% | $4,761-79.0% |
| Participant deferral / active EE | $4,233 | $4,784-11.5% | $4,167+1.6% | $5,982-29.2% |
| Admin fee / account holder | $694 | $10,130-93.1% | $6,795-89.8% | $11,246-93.8% |