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 | $61,523 | $85,202-27.8% | $172,739-64.4% | $72,985-15.7% |
| Participation rate | 70.3% | 70.1%+0.2pp | 82.6%-12.4pp | 69.5%+0.8pp |
| Annual return | 20.66% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.3pp |
| Employer contribution / active EE | $946 | $3,324-71.5% | $5,143-81.6% | $2,440-61.2% |
| Participant deferral / active EE | $2,910 | $3,260-10.7% | $5,198-44.0% | $3,607-19.3% |
| Admin fee / account holder | $3,034 | $5,884-48.4% | $13,954-78.3% | $5,124-40.8% |