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 | $60,397 | $112,881-46.5% | $90,951-33.6% | $158,922-62.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.52% | 215.79%-206.3pp | 134.60%-125.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,586 | $2,893-45.2% | $2,122-25.3% | $4,761-66.7% |
| Participant deferral / active EE | $5,947 | $4,128+44.1% | $3,373+76.3% | $5,982-0.6% |
| Admin fee / account holder | $5,996 | $8,041-25.4% | $5,959+0.6% | $11,246-46.7% |