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 | $61,188 | $98,750-38.0% | $149,696-59.1% | $79,858-23.4% |
| Participation rate | 77.1% | 75.8%+1.4pp | 82.5%-5.3pp | 69.6%+7.5pp |
| Annual return | 20.57% | 27.43%-6.9pp | 276.60%-256.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,127 | $3,216-33.9% | $4,644-54.2% | $2,471-13.9% |
| Participant deferral / active EE | $8,726 | $5,680+53.6% | $6,842+27.5% | $3,740+133.3% |
| Admin fee / account holder | $7,738 | $6,053+27.8% | $9,309-16.9% | $5,306+45.8% |