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 | $63,005 | $102,317-38.4% | $146,958-57.1% | $80,856-22.1% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.2%-7.9pp | 67.6%+6.6pp |
| Annual return | 17.83% | 134.76%-116.9pp | 418.34%-400.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,785 | $3,713-51.9% | $4,933-63.8% | $2,755-35.2% |
| Participant deferral / active EE | $3,308 | $6,644-50.2% | $8,070-59.0% | $4,296-23.0% |
| Admin fee / account holder | $5,767 | $7,941-27.4% | $12,998-55.6% | $6,918-16.6% |