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 | $68,182 | $95,416-28.5% | $185,823-63.3% | $85,850-20.6% |
| Participation rate | 85.7% | 68.8%+17.0pp | 81.7%+4.0pp | 69.3%+16.4pp |
| Annual return | 13.12% | 23.59%-10.5pp | 122.05%-108.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $415 | $3,314-87.5% | $5,167-92.0% | $2,565-83.8% |
| Participant deferral / active EE | $2,871 | $3,423-16.1% | $5,568-48.4% | $3,952-27.4% |
| Admin fee / account holder | $2,826 | $7,213-60.8% | $16,237-82.6% | $6,260-54.8% |