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 | $59,010 | $56,114+5.2% | $96,139-38.6% | $85,850-31.3% |
| Participation rate | 76.3% | 56.7%+19.6pp | 68.4%+7.9pp | 69.3%+7.0pp |
| Annual return | 11.74% | 42.30%-30.6pp | 191.94%-180.2pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,660 | $1,620+2.5% | $2,797-40.6% | $2,565-35.3% |
| Participant deferral / active EE | $3,118 | $2,859+9.1% | $4,349-28.3% | $3,952-21.1% |
| Admin fee / account holder | $1,045 | $3,768-72.3% | $5,537-81.1% | $6,260-83.3% |