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 | $71,980 | $91,190-21.1% | $178,490-59.7% | $79,858-9.9% |
| Participation rate | 70.6% | 69.2%+1.4pp | 81.9%-11.3pp | 69.6%+1.0pp |
| Annual return | 16.00% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,608 | $3,256-19.9% | $5,011-48.0% | $2,471+5.5% |
| Participant deferral / active EE | $5,523 | $3,236+70.7% | $5,202+6.2% | $3,740+47.7% |
| Admin fee / account holder | $2,061 | $6,751-69.5% | $13,984-85.3% | $5,306-61.2% |