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 | $68,237 | $112,096-39.1% | $95,952-28.9% | $158,922-57.1% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 14.46% | 171.09%-156.6pp | 91.61%-77.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,220 | $3,198-30.6% | $2,541-12.6% | $4,761-53.4% |
| Participant deferral / active EE | $3,108 | $4,784-35.0% | $4,167-25.4% | $5,982-48.0% |
| Admin fee / account holder | $1,170 | $10,130-88.5% | $6,795-82.8% | $11,246-89.6% |