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 | $60,579 | $85,202-28.9% | $172,739-64.9% | $72,985-17.0% |
| Participation rate | 71.9% | 70.1%+1.8pp | 82.6%-10.8pp | 69.5%+2.4pp |
| Annual return | 21.86% | 27.32%-5.5pp | 802.84%-781.0pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,348 | $3,324-29.4% | $5,143-54.3% | $2,440-3.7% |
| Participant deferral / active EE | $4,840 | $3,260+48.5% | $5,198-6.9% | $3,607+34.2% |
| Admin fee / account holder | $966 | $5,884-83.6% | $13,954-93.1% | $5,124-81.1% |