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 | $63,842 | $102,317-37.6% | $146,958-56.6% | $80,856-21.0% |
| Participation rate | 74.0% | 75.8%-1.9pp | 82.2%-8.2pp | 67.6%+6.3pp |
| Annual return | 17.69% | 134.76%-117.1pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $3,243 | $3,713-12.7% | $4,933-34.3% | $2,755+17.7% |
| Participant deferral / active EE | $6,405 | $6,644-3.6% | $8,070-20.6% | $4,296+49.1% |
| Admin fee / account holder | $10,085 | $7,941+27.0% | $12,998-22.4% | $6,918+45.8% |