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 | $63,034 | $99,020-36.3% | $86,590-27.2% | $147,584-57.3% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 16.39% | 1312.34%-1295.9pp | 964.84%-948.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,127 | $3,132-32.1% | $2,839-25.1% | $4,876-56.4% |
| Participant deferral / active EE | $3,758 | $3,972-5.4% | $3,609+4.1% | $5,439-30.9% |
| Admin fee / account holder | $3,143 | $5,710-45.0% | $4,906-35.9% | $10,885-71.1% |