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 | $74,561 | $48,046+55.2% | $84,611-11.9% | $72,985+2.2% |
| Participation rate | 96.0% | 57.6%+38.4pp | 68.2%+27.8pp | 69.5%+26.5pp |
| Annual return | 20.46% | 37.38%-16.9pp | 258.74%-238.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $800 | $1,602-50.1% | $2,652-69.8% | $2,440-67.2% |
| Participant deferral / active EE | $3,179 | $2,680+18.6% | $3,899-18.5% | $3,607-11.9% |
| Admin fee / account holder | $9,873 | $3,395+190.8% | $4,912+101.0% | $5,124+92.7% |