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 | $70,025 | $115,770-39.5% | $101,248-30.8% | $158,922-55.9% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 9.78% | 56.14%-46.4pp | 46.47%-36.7pp | 302.83%-293.0pp |
| Employer contribution / active EE | $3,585 | $4,175-14.1% | $3,660-2.0% | $4,761-24.7% |
| Participant deferral / active EE | $7,670 | $4,957+54.7% | $4,370+75.5% | $5,982+28.2% |
| Admin fee / account holder | $2,805 | $7,245-61.3% | $5,945-52.8% | $11,246-75.1% |