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 | $65,034 | $89,753-27.5% | $107,525-39.5% | $84,808-23.3% |
| Participation rate | 86.7% | 68.1%+18.6pp | 75.1%+11.6pp | 68.3%+18.4pp |
| Annual return | 18.92% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,888 | $3,113-39.3% | $3,754-49.7% | $2,631-28.2% |
| Participant deferral / active EE | $3,620 | $4,056-10.8% | $5,116-29.2% | $4,212-14.1% |
| Admin fee / account holder | $3,338 | $7,222-53.8% | $8,919-62.6% | $7,344-54.5% |