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 | $58,656 | $85,202-31.2% | $172,739-66.0% | $72,985-19.6% |
| Participation rate | 85.7% | 70.1%+15.7pp | 82.6%+3.1pp | 69.5%+16.2pp |
| Annual return | 27.53% | 27.32%+0.2pp | 802.84%-775.3pp | 81.00%-53.5pp |
| Employer contribution / active EE | $3,033 | $3,324-8.8% | $5,143-41.0% | $2,440+24.3% |
| Participant deferral / active EE | $7,404 | $3,260+127.1% | $5,198+42.5% | $3,607+105.3% |
| Admin fee / account holder | $4,316 | $5,884-26.7% | $13,954-69.1% | $5,124-15.8% |