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 | $58,822 | $165,912-64.5% | $122,332-51.9% | $147,584-60.1% |
| Participation rate | 81.3% | 79.6%+1.7pp | 71.6%+9.6pp | 82.8%-1.6pp |
| Annual return | 18.18% | 34.55%-16.4pp | 30.27%-12.1pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,676 | $5,754-36.1% | $4,050-9.3% | $4,876-24.6% |
| Participant deferral / active EE | $8,453 | $4,005+111.0% | $3,287+157.2% | $5,439+55.4% |
| Admin fee / account holder | $2,167 | $7,424-70.8% | $5,478-60.4% | $10,885-80.1% |