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 | $76,058 | $89,355-14.9% | $141,162-46.1% | $72,985+4.2% |
| Participation rate | 77.1% | 75.1%+2.0pp | 82.5%-5.3pp | 69.5%+7.7pp |
| Annual return | 25.59% | 111.85%-86.3pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,294 | $3,114-26.3% | $4,735-51.5% | $2,440-6.0% |
| Participant deferral / active EE | $6,480 | $5,418+19.6% | $6,709-3.4% | $3,607+79.6% |
| Admin fee / account holder | $665 | $5,958-88.8% | $10,261-93.5% | $5,124-87.0% |