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 | $78,524 | $60,124+30.6% | $90,404-13.1% | $79,858-1.7% |
| Participation rate | 72.9% | 65.0%+7.9pp | 72.7%+0.2pp | 69.6%+3.3pp |
| Annual return | 13.32% | 71.94%-58.6pp | 1293.02%-1279.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $524 | $2,068-74.6% | $3,262-83.9% | $2,471-78.8% |
| Participant deferral / active EE | $3,333 | $2,938+13.4% | $3,963-15.9% | $3,740-10.9% |
| Admin fee / account holder | $1,371 | $3,976-65.5% | $5,611-75.6% | $5,306-74.2% |