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 | $74,612 | $63,346+17.8% | $92,233-19.1% | $70,131+6.4% |
| Participation rate | 84.6% | 68.7%+15.9pp | 76.5%+8.1pp | 69.5%+15.1pp |
| Annual return | 13.02% | 530.12%-517.1pp | 176.28%-163.3pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,622 | $2,471-34.4% | $3,679-55.9% | $2,342-30.8% |
| Participant deferral / active EE | $2,308 | $2,854-19.1% | $3,897-40.8% | $3,332-30.7% |
| Admin fee / account holder | $674 | $3,840-82.5% | $5,194-87.0% | $4,645-85.5% |