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 | $57,506 | $106,890-46.2% | $84,015-31.6% | $152,861-62.4% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 15.67% | 104.99%-89.3pp | 71.31%-55.6pp | 345.32%-329.6pp |
| Employer contribution / active EE | $3,035 | $2,734+11.0% | $1,983+53.0% | $4,762-36.3% |
| Participant deferral / active EE | $6,726 | $4,011+67.7% | $3,239+107.7% | $5,850+15.0% |
| Admin fee / account holder | $1,549 | $8,285-81.3% | $6,101-74.6% | $11,596-86.6% |