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 | $63,945 | $91,552-30.2% | $133,956-52.3% | $79,858-19.9% |
| Participation rate | 75.7% | 73.3%+2.3pp | 79.8%-4.2pp | 69.6%+6.0pp |
| Annual return | 10.57% | 61.85%-51.3pp | 45.09%-34.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $2,309 | $2,384-3.1% | $3,919-41.1% | $2,471-6.6% |
| Participant deferral / active EE | $3,591 | $3,733-3.8% | $5,048-28.9% | $3,740-4.0% |
| Admin fee / account holder | $10,163 | $6,321+60.8% | $8,927+13.8% | $5,306+91.5% |