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 | $70,823 | $98,750-28.3% | $149,696-52.7% | $79,858-11.3% |
| Participation rate | 77.3% | 75.8%+1.5pp | 82.5%-5.2pp | 69.6%+7.6pp |
| Annual return | 15.03% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,286 | $3,216-60.0% | $4,644-72.3% | $2,471-48.0% |
| Participant deferral / active EE | $6,535 | $5,680+15.1% | $6,842-4.5% | $3,740+74.7% |
| Admin fee / account holder | $2,087 | $6,053-65.5% | $9,309-77.6% | $5,306-60.7% |