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 | $58,754 | $85,766-31.5% | $136,294-56.9% | $70,131-16.2% |
| Participation rate | 70.6% | 74.2%-3.6pp | 81.9%-11.3pp | 69.5%+1.0pp |
| Annual return | 18.54% | 31.45%-12.9pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $4,113 | $2,966+38.7% | $4,695-12.4% | $2,342+75.6% |
| Participant deferral / active EE | $7,534 | $5,051+49.1% | $6,247+20.6% | $3,332+126.1% |
| Admin fee / account holder | $16,118 | $5,420+197.3% | $9,243+74.4% | $4,645+247.0% |