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 | $60,961 | $107,934-43.5% | $91,989-33.7% | $152,861-60.1% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.4%+5.1pp |
| Annual return | 22.43% | 89.24%-66.8pp | 69.02%-46.6pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,907 | $4,210-31.0% | $3,452-15.8% | $4,762-39.0% |
| Participant deferral / active EE | $6,154 | $6,364-3.3% | $5,923+3.9% | $5,850+5.2% |
| Admin fee / account holder | $2,193 | $10,520-79.2% | $7,743-71.7% | $11,596-81.1% |