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 | $74,624 | $54,705+36.4% | $71,209+4.8% | $84,808-12.0% |
| Participation rate | 97.7% | 64.1%+33.7pp | 73.8%+24.0pp | 68.3%+29.4pp |
| Annual return | 14.17% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,020 | $2,158-52.7% | $2,721-62.5% | $2,631-61.2% |
| Participant deferral / active EE | $9,363 | $3,030+209.0% | $4,175+124.2% | $4,212+122.3% |
| Admin fee / account holder | $1,797 | $4,863-63.0% | $5,349-66.4% | $7,344-75.5% |