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 | $61,039 | $70,669-13.6% | $169,368-64.0% | $75,163-18.8% |
| Participation rate | 92.1% | 64.8%+27.3pp | 77.1%+15.0pp | 67.2%+24.9pp |
| Annual return | 18.68% | 36.36%-17.7pp | 405.60%-386.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,857 | $2,211-16.0% | $4,013-53.7% | $2,670-30.4% |
| Participant deferral / active EE | $4,818 | $4,311+11.8% | $6,221-22.6% | $4,125+16.8% |
| Admin fee / account holder | $2,513 | $5,402-53.5% | $9,003-72.1% | $5,651-55.5% |