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 | $57,279 | $185,822-69.2% | $169,993-66.3% | $139,434-58.9% |
| Participation rate | 70.6% | 87.8%-17.2pp | 87.0%-16.4pp | 80.3%-9.7pp |
| Annual return | 18.44% | 60.50%-42.1pp | 53.37%-34.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,772 | $7,590-63.5% | $6,785-59.1% | $4,751-41.6% |
| Participant deferral / active EE | $8,424 | $11,622-27.5% | $10,408-19.1% | $6,710+25.5% |
| Admin fee / account holder | $5,417 | $15,381-64.8% | $12,815-57.7% | $11,403-52.5% |