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 | $60,897 | $56,114+8.5% | $96,139-36.7% | $85,850-29.1% |
| Participation rate | 75.0% | 56.7%+18.3pp | 68.4%+6.6pp | 69.3%+5.7pp |
| Annual return | 14.49% | 42.30%-27.8pp | 191.94%-177.5pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,560 | $1,620+58.1% | $2,797-8.5% | $2,565-0.2% |
| Participant deferral / active EE | $5,328 | $2,859+86.3% | $4,349+22.5% | $3,952+34.8% |
| Admin fee / account holder | $11,432 | $3,768+203.4% | $5,537+106.5% | $6,260+82.6% |