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 | $51,112 | $89,355-42.8% | $141,162-63.8% | $72,985-30.0% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 29.52% | 111.85%-82.3pp | 71.39%-41.9pp | 81.00%-51.5pp |
| Employer contribution / active EE | $1,499 | $3,114-51.9% | $4,735-68.3% | $2,440-38.6% |
| Participant deferral / active EE | $2,465 | $5,418-54.5% | $6,709-63.3% | $3,607-31.7% |
| Admin fee / account holder | $8,585 | $5,958+44.1% | $10,261-16.3% | $5,124+67.5% |