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 | $57,408 | $105,998-45.8% | $92,233-37.8% | $147,584-61.1% |
| Participation rate | 77.3% | 80.4%-3.1pp | 76.5%+0.8pp | 82.8%-5.6pp |
| Annual return | 18.14% | 50.05%-31.9pp | 176.28%-158.1pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,263 | $4,333-47.8% | $3,679-38.5% | $4,876-53.6% |
| Participant deferral / active EE | $6,133 | $4,478+37.0% | $3,897+57.4% | $5,439+12.8% |
| Admin fee / account holder | $2,825 | $6,332-55.4% | $5,194-45.6% | $10,885-74.1% |