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 | $64,620 | $89,355-27.7% | $141,162-54.2% | $72,985-11.5% |
| Participation rate | 71.9% | 75.1%-3.2pp | 82.5%-10.5pp | 69.5%+2.4pp |
| Annual return | 20.47% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $3,834 | $3,114+23.1% | $4,735-19.0% | $2,440+57.1% |
| Participant deferral / active EE | $10,469 | $5,418+93.2% | $6,709+56.0% | $3,607+190.2% |
| Admin fee / account holder | $9,167 | $5,958+53.9% | $10,261-10.7% | $5,124+78.9% |