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 | $53,439 | $72,400-26.2% | $67,502-20.8% | $145,922-63.4% |
| Participation rate | 76.5% | 76.9%-0.4pp | 72.9%+3.6pp | 80.3%-3.8pp |
| Annual return | 13.78% | 7182.46%-7168.7pp | 3512.12%-3498.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,857 | $3,069+25.7% | $2,731+41.2% | $4,660-17.2% |
| Participant deferral / active EE | $4,799 | $4,783+0.3% | $4,000+20.0% | $6,688-28.2% |
| Admin fee / account holder | $10,090 | $5,539+82.2% | $3,998+152.4% | $13,397-24.7% |