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 | $53,220 | $63,346-16.0% | $92,233-42.3% | $70,131-24.1% |
| Participation rate | 74.2% | 68.7%+5.5pp | 76.5%-2.3pp | 69.5%+4.7pp |
| Annual return | 15.67% | 530.12%-514.4pp | 176.28%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $772 | $2,471-68.8% | $3,679-79.0% | $2,342-67.0% |
| Participant deferral / active EE | $2,340 | $2,854-18.0% | $3,897-40.0% | $3,332-29.8% |
| Admin fee / account holder | $8,662 | $3,840+125.6% | $5,194+66.8% | $4,645+86.5% |