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 | $72,534 | $93,571-22.5% | $135,903-46.6% | $75,163-3.5% |
| Participation rate | 75.6% | 75.2%+0.5pp | 81.9%-6.3pp | 67.2%+8.4pp |
| Annual return | 58.47% | 30.90%+27.6pp | 68.23%-9.8pp | 160.62%-102.1pp |
| Employer contribution / active EE | $2,009 | $3,537-43.2% | $4,856-58.6% | $2,670-24.8% |
| Participant deferral / active EE | $10,427 | $6,404+62.8% | $7,758+34.4% | $4,125+152.8% |
| Admin fee / account holder | $18,189 | $6,975+160.8% | $10,762+69.0% | $5,651+221.9% |