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 | $52,720 | $98,750-46.6% | $149,696-64.8% | $79,858-34.0% |
| Participation rate | 70.5% | 75.8%-5.3pp | 82.5%-12.0pp | 69.6%+0.9pp |
| Annual return | 27.15% | 27.43%-0.3pp | 276.60%-249.5pp | 31.71%-4.6pp |
| Employer contribution / active EE | $3,042 | $3,216-5.4% | $4,644-34.5% | $2,471+23.1% |
| Participant deferral / active EE | $6,900 | $5,680+21.5% | $6,842+0.9% | $3,740+84.5% |
| Admin fee / account holder | $2,088 | $6,053-65.5% | $9,309-77.6% | $5,306-60.7% |