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 | $57,677 | $63,346-8.9% | $92,233-37.5% | $70,131-17.8% |
| Participation rate | 89.2% | 68.7%+20.5pp | 76.5%+12.7pp | 69.5%+19.6pp |
| Annual return | 16.84% | 530.12%-513.3pp | 176.28%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,787 | $2,471-27.7% | $3,679-51.4% | $2,342-23.7% |
| Participant deferral / active EE | $3,139 | $2,854+10.0% | $3,897-19.4% | $3,332-5.8% |
| Admin fee / account holder | $2,088 | $3,840-45.6% | $5,194-59.8% | $4,645-55.0% |