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 | $64,537 | $112,096-42.4% | $95,952-32.7% | $158,922-59.4% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 24.08% | 171.09%-147.0pp | 91.61%-67.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,001 | $3,198-68.7% | $2,541-60.6% | $4,761-79.0% |
| Participant deferral / active EE | $2,207 | $4,784-53.9% | $4,167-47.0% | $5,982-63.1% |
| Admin fee / account holder | $3,985 | $10,130-60.7% | $6,795-41.4% | $11,246-64.6% |