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 | $77,030 | $65,409+17.8% | $98,442-21.8% | $85,850-10.3% |
| Participation rate | 79.2% | 65.0%+14.2pp | 73.3%+5.8pp | 69.3%+9.9pp |
| Annual return | 17.25% | 21.76%-4.5pp | 1492.73%-1475.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $355 | $2,168-83.6% | $2,960-88.0% | $2,565-86.2% |
| Participant deferral / active EE | $2,298 | $3,166-27.4% | $4,276-46.3% | $3,952-41.8% |
| Admin fee / account holder | $2,358 | $4,593-48.7% | $5,949-60.4% | $6,260-62.3% |