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 | $64,205 | $106,890-39.9% | $84,015-23.6% | $152,861-58.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 14.11% | 104.99%-90.9pp | 71.31%-57.2pp | 345.32%-331.2pp |
| Employer contribution / active EE | $1,713 | $2,734-37.3% | $1,983-13.6% | $4,762-64.0% |
| Participant deferral / active EE | $3,135 | $4,011-21.8% | $3,239-3.2% | $5,850-46.4% |
| Admin fee / account holder | $2,145 | $8,285-74.1% | $6,101-64.8% | $11,596-81.5% |