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 | $67,504 | $70,669-4.5% | $169,368-60.1% | $75,163-10.2% |
| Participation rate | 96.0% | 64.8%+31.2pp | 77.1%+18.9pp | 67.2%+28.8pp |
| Annual return | 17.97% | 36.36%-18.4pp | 405.60%-387.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,728 | $2,211-21.8% | $4,013-56.9% | $2,670-35.3% |
| Participant deferral / active EE | $3,545 | $4,311-17.8% | $6,221-43.0% | $4,125-14.1% |
| Admin fee / account holder | $7,253 | $5,402+34.3% | $9,003-19.4% | $5,651+28.4% |