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 | $55,283 | $77,899-29.0% | $149,673-63.1% | $75,163-26.4% |
| Participation rate | 78.4% | 65.6%+12.8pp | 78.8%-0.4pp | 67.2%+11.2pp |
| Annual return | 24.24% | 31.72%-7.5pp | 134.42%-110.2pp | 160.62%-136.4pp |
| Employer contribution / active EE | $2,327 | $3,137-25.8% | $4,818-51.7% | $2,670-12.8% |
| Participant deferral / active EE | $9,045 | $3,411+165.2% | $5,680+59.3% | $4,125+119.3% |
| Admin fee / account holder | $1,291 | $5,956-78.3% | $13,210-90.2% | $5,651-77.1% |