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 | $62,003 | $111,724-44.5% | $93,606-33.8% | $145,922-57.5% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 15.26% | 202.98%-187.7pp | 133.20%-117.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,252 | $3,090-59.5% | $2,420-48.2% | $4,660-73.1% |
| Participant deferral / active EE | $2,105 | $4,912-57.2% | $4,411-52.3% | $6,688-68.5% |
| Admin fee / account holder | $1,572 | $10,250-84.7% | $8,285-81.0% | $13,397-88.3% |