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 | $56,190 | $48,046+16.9% | $84,611-33.6% | $72,985-23.0% |
| Participation rate | 76.7% | 57.6%+19.1pp | 68.2%+8.4pp | 69.5%+7.2pp |
| Annual return | 19.45% | 37.38%-17.9pp | 258.74%-239.3pp | 81.00%-61.6pp |
| Employer contribution / active EE | $851 | $1,602-46.9% | $2,652-67.9% | $2,440-65.1% |
| Participant deferral / active EE | $3,530 | $2,680+31.7% | $3,899-9.5% | $3,607-2.1% |
| Admin fee / account holder | $1,170 | $3,395-65.5% | $4,912-76.2% | $5,124-77.2% |