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 | $73,817 | $63,346+16.5% | $92,233-20.0% | $70,131+5.3% |
| Participation rate | 79.3% | 68.7%+10.6pp | 76.5%+2.8pp | 69.5%+9.8pp |
| Annual return | 16.19% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,239 | $2,471-49.9% | $3,679-66.3% | $2,342-47.1% |
| Participant deferral / active EE | $2,608 | $2,854-8.6% | $3,897-33.1% | $3,332-21.7% |
| Admin fee / account holder | $1,181 | $3,840-69.2% | $5,194-77.3% | $4,645-74.6% |