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 | $64,912 | $84,233-22.9% | $170,442-61.9% | $70,131-7.4% |
| Participation rate | 72.3% | 70.8%+1.5pp | 83.6%-11.3pp | 69.5%+2.8pp |
| Annual return | 17.22% | 23.06%-5.8pp | 205.93%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,811 | $3,387-46.5% | $5,433-66.7% | $2,342-22.7% |
| Participant deferral / active EE | $3,197 | $3,086+3.6% | $4,939-35.3% | $3,332-4.0% |
| Admin fee / account holder | $4,206 | $5,698-26.2% | $13,880-69.7% | $4,645-9.4% |