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 | $69,006 | $53,127+29.9% | $86,590-20.3% | $70,131-1.6% |
| Participation rate | 71.1% | 65.3%+5.8pp | 73.5%-2.4pp | 69.5%+1.6pp |
| Annual return | 21.36% | 27.66%-6.3pp | 964.84%-943.5pp | 73.14%-51.8pp |
| Employer contribution / active EE | $2,774 | $2,068+34.1% | $2,839-2.3% | $2,342+18.4% |
| Participant deferral / active EE | $3,265 | $2,696+21.1% | $3,609-9.5% | $3,332-2.0% |
| Admin fee / account holder | $840 | $3,585-76.6% | $4,906-82.9% | $4,645-81.9% |