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 | $59,108 | $48,795+21.1% | $65,493-9.7% | $84,808-30.3% |
| Participation rate | 74.4% | 67.0%+7.4pp | 73.1%+1.3pp | 68.3%+6.1pp |
| Annual return | 17.35% | 20.20%-2.9pp | 982.45%-965.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,245 | $1,930+16.4% | $2,574-12.8% | $2,631-14.7% |
| Participant deferral / active EE | $5,355 | $2,928+82.9% | $3,961+35.2% | $4,212+27.2% |
| Admin fee / account holder | $1,558 | $3,877-59.8% | $5,028-69.0% | $7,344-78.8% |