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 | $61,782 | $52,279+18.2% | $89,391-30.9% | $79,858-22.6% |
| Participation rate | 79.3% | 57.5%+21.8pp | 68.0%+11.3pp | 69.6%+9.7pp |
| Annual return | 14.59% | 22.16%-7.6pp | 245.62%-231.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,040 | $1,572-33.9% | $2,586-59.8% | $2,471-57.9% |
| Participant deferral / active EE | $2,622 | $2,740-4.3% | $3,890-32.6% | $3,740-29.9% |
| Admin fee / account holder | $1,540 | $3,356-54.1% | $4,881-68.4% | $5,306-71.0% |