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 | $72,568 | $54,705+32.7% | $71,209+1.9% | $84,808-14.4% |
| Participation rate | 85.3% | 64.1%+21.2pp | 73.8%+11.5pp | 68.3%+17.0pp |
| Annual return | 13.73% | 35.90%-22.2pp | 282.51%-268.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $9,658 | $2,158+347.5% | $2,721+254.9% | $2,631+267.1% |
| Participant deferral / active EE | $5,243 | $3,030+73.0% | $4,175+25.6% | $4,212+24.5% |
| Admin fee / account holder | $11,029 | $4,863+126.8% | $5,349+106.2% | $7,344+50.2% |