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 | $58,487 | $165,984-64.8% | $164,813-64.5% | $145,922-59.9% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 16.48% | 100.03%-83.6pp | 69.93%-53.5pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,911 | $5,273-63.8% | $4,341-56.0% | $4,660-59.0% |
| Participant deferral / active EE | $8,876 | $6,959+27.6% | $6,031+47.2% | $6,688+32.7% |
| Admin fee / account holder | $7,021 | $16,648-57.8% | $12,690-44.7% | $13,397-47.6% |