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 | $57,200 | $108,919-47.5% | $100,391-43.0% | $145,922-60.8% |
| Participation rate | 70.8% | 82.9%-12.1pp | 81.5%-10.6pp | 80.3%-9.4pp |
| Annual return | 11.56% | 57.88%-46.3pp | 49.20%-37.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,789 | $4,419-36.9% | $3,942-29.3% | $4,660-40.2% |
| Participant deferral / active EE | $4,469 | $8,445-47.1% | $8,082-44.7% | $6,688-33.2% |
| Admin fee / account holder | $545 | $9,689-94.4% | $7,899-93.1% | $13,397-95.9% |