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 | $57,151 | $53,516+6.8% | $126,539-54.8% | $84,808-32.6% |
| Participation rate | 74.2% | 58.2%+15.9pp | 69.8%+4.4pp | 68.3%+5.9pp |
| Annual return | 14.78% | 58.34%-43.6pp | 425.95%-411.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,311 | $1,535+50.6% | $3,674-37.1% | $2,631-12.2% |
| Participant deferral / active EE | $4,096 | $2,671+53.4% | $4,083+0.3% | $4,212-2.7% |
| Admin fee / account holder | $2,213 | $4,497-50.8% | $6,065-63.5% | $7,344-69.9% |