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 | $55,063 | $54,705+0.7% | $71,209-22.7% | $84,808-35.1% |
| Participation rate | 72.5% | 64.1%+8.4pp | 73.8%-1.3pp | 68.3%+4.2pp |
| Annual return | 14.36% | 35.90%-21.5pp | 282.51%-268.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $503 | $2,158-76.7% | $2,721-81.5% | $2,631-80.9% |
| Participant deferral / active EE | $1,906 | $3,030-37.1% | $4,175-54.3% | $4,212-54.7% |
| Admin fee / account holder | $15,597 | $4,863+220.7% | $5,349+191.6% | $7,344+112.4% |