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 | $52,650 | $63,346-16.9% | $92,233-42.9% | $70,131-24.9% |
| Participation rate | 73.3% | 68.7%+4.7pp | 76.5%-3.1pp | 69.5%+3.8pp |
| Annual return | 12.78% | 530.12%-517.3pp | 176.28%-163.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,330 | $2,471-46.2% | $3,679-63.8% | $2,342-43.2% |
| Participant deferral / active EE | $2,983 | $2,854+4.5% | $3,897-23.5% | $3,332-10.5% |
| Admin fee / account holder | $3,521 | $3,840-8.3% | $5,194-32.2% | $4,645-24.2% |