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 | $61,530 | $105,181-41.5% | $159,436-61.4% | $85,850-28.3% |
| Participation rate | 79.1% | 75.8%+3.3pp | 82.8%-3.7pp | 69.3%+9.8pp |
| Annual return | 13.69% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,734 | $3,318-47.7% | $4,829-64.1% | $2,565-32.4% |
| Participant deferral / active EE | $6,619 | $5,945+11.3% | $7,352-10.0% | $3,952+67.5% |
| Admin fee / account holder | $1,341 | $6,933-80.7% | $10,799-87.6% | $6,260-78.6% |