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 | $53,734 | $116,175-53.7% | $93,606-42.6% | $152,861-64.8% |
| Participation rate | 85.0% | 78.0%+7.0pp | 75.8%+9.2pp | 82.4%+2.6pp |
| Annual return | 21.78% | 35.96%-14.2pp | 32.76%-11.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,031 | $3,218-36.9% | $2,718-25.3% | $4,762-57.3% |
| Participant deferral / active EE | $5,483 | $4,603+19.1% | $4,069+34.8% | $5,850-6.3% |
| Admin fee / account holder | $577 | $10,748-94.6% | $7,888-92.7% | $11,596-95.0% |