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 | $73,237 | $63,346+15.6% | $92,233-20.6% | $70,131+4.4% |
| Participation rate | 85.7% | 68.7%+17.0pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 15.50% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,524 | $2,471-38.3% | $3,679-58.6% | $2,342-34.9% |
| Participant deferral / active EE | $3,248 | $2,854+13.8% | $3,897-16.7% | $3,332-2.5% |
| Admin fee / account holder | $2,254 | $3,840-41.3% | $5,194-56.6% | $4,645-51.5% |