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 | $75,237 | $77,899-3.4% | $149,673-49.7% | $75,163+0.1% |
| Participation rate | 75.3% | 65.6%+9.7pp | 78.8%-3.5pp | 67.2%+8.1pp |
| Annual return | 29.11% | 31.72%-2.6pp | 134.42%-105.3pp | 160.62%-131.5pp |
| Employer contribution / active EE | $1,379 | $3,137-56.0% | $4,818-71.4% | $2,670-48.3% |
| Participant deferral / active EE | $5,082 | $3,411+49.0% | $5,680-10.5% | $4,125+23.2% |
| Admin fee / account holder | $9,184 | $5,956+54.2% | $13,210-30.5% | $5,651+62.5% |