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 | $67,247 | $107,934-37.7% | $91,989-26.9% | $152,861-56.0% |
| Participation rate | 91.7% | 81.2%+10.5pp | 78.6%+13.0pp | 82.4%+9.2pp |
| Annual return | 26.72% | 89.24%-62.5pp | 69.02%-42.3pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,500 | $4,210-40.6% | $3,452-27.6% | $4,762-47.5% |
| Participant deferral / active EE | $2,057 | $6,364-67.7% | $5,923-65.3% | $5,850-64.8% |
| Admin fee / account holder | $564 | $10,520-94.6% | $7,743-92.7% | $11,596-95.1% |