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 | $59,689 | $99,877-40.2% | $84,966-29.7% | $145,922-59.1% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 10.48% | 83.76%-73.3pp | 66.38%-55.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,837 | $3,231-43.1% | $2,727-32.6% | $4,660-60.6% |
| Participant deferral / active EE | $8,943 | $5,291+69.0% | $4,519+97.9% | $6,688+33.7% |
| Admin fee / account holder | $2,057 | $7,248-71.6% | $6,149-66.5% | $13,397-84.6% |