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 | $52,804 | $85,766-38.4% | $136,294-61.3% | $70,131-24.7% |
| Participation rate | 74.4% | 74.2%+0.3pp | 81.9%-7.5pp | 69.5%+4.9pp |
| Annual return | 15.15% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,672 | $2,966-43.6% | $4,695-64.4% | $2,342-28.6% |
| Participant deferral / active EE | $6,343 | $5,051+25.6% | $6,247+1.5% | $3,332+90.4% |
| Admin fee / account holder | $866 | $5,420-84.0% | $9,243-90.6% | $4,645-81.4% |