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 | $70,250 | $102,616-31.5% | $81,983-14.3% | $158,922-55.8% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 16.27% | 61.04%-44.8pp | 41.31%-25.0pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,484 | $3,240-54.2% | $2,498-40.6% | $4,761-68.8% |
| Participant deferral / active EE | $3,922 | $4,648-15.6% | $3,722+5.4% | $5,982-34.4% |
| Admin fee / account holder | $29,051 | $8,235+252.8% | $5,664+412.9% | $11,246+158.3% |