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 | $57,584 | $98,750-41.7% | $149,696-61.5% | $79,858-27.9% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.5%-5.0pp | 69.6%+7.9pp |
| Annual return | 16.91% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,056 | $3,216-5.0% | $4,644-34.2% | $2,471+23.7% |
| Participant deferral / active EE | $5,033 | $5,680-11.4% | $6,842-26.4% | $3,740+34.6% |
| Admin fee / account holder | $9,390 | $6,053+55.1% | $9,309+0.9% | $5,306+77.0% |