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 | $69,751 | $99,652-30.0% | $78,778-11.5% | $147,584-52.7% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.2%+20.8pp | 82.8%+7.2pp |
| Annual return | 16.13% | 47.28%-31.2pp | 35.62%-19.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,746 | $2,796-37.5% | $1,986-12.0% | $4,876-64.2% |
| Participant deferral / active EE | $4,107 | $3,664+12.1% | $2,958+38.8% | $5,439-24.5% |
| Admin fee / account holder | $1,557 | $7,155-78.2% | $5,134-69.7% | $10,885-85.7% |