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 | $50,724 | $58,694-13.6% | $142,863-64.5% | $85,850-40.9% |
| Participation rate | 71.4% | 58.5%+12.9pp | 71.9%-0.5pp | 69.3%+2.1pp |
| Annual return | 21.33% | 27.72%-6.4pp | 5637.54%-5616.2pp | 318.53%-297.2pp |
| Employer contribution / active EE | $504 | $1,423-64.5% | $4,144-87.8% | $2,565-80.3% |
| Participant deferral / active EE | $2,249 | $2,607-13.8% | $3,837-41.4% | $3,952-43.1% |
| Admin fee / account holder | $6,285 | $4,239+48.3% | $6,560-4.2% | $6,260+0.4% |