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 | $57,814 | $102,616-43.7% | $81,983-29.5% | $158,922-63.6% |
| Participation rate | 72.2% | 75.5%-3.3pp | 69.2%+3.0pp | 82.0%-9.7pp |
| Annual return | 17.87% | 61.04%-43.2pp | 41.31%-23.4pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,607 | $3,240-50.4% | $2,498-35.7% | $4,761-66.2% |
| Participant deferral / active EE | $4,753 | $4,648+2.3% | $3,722+27.7% | $5,982-20.5% |
| Admin fee / account holder | $753 | $8,235-90.9% | $5,664-86.7% | $11,246-93.3% |