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 | $69,112 | $63,346+9.1% | $92,233-25.1% | $70,131-1.5% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.2pp |
| Annual return | 21.22% | 530.12%-508.9pp | 176.28%-155.1pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,034 | $2,471-17.7% | $3,679-44.7% | $2,342-13.2% |
| Participant deferral / active EE | $3,686 | $2,854+29.1% | $3,897-5.4% | $3,332+10.6% |
| Admin fee / account holder | $1,965 | $3,840-48.8% | $5,194-62.2% | $4,645-57.7% |