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 | $76,710 | $64,324+19.3% | $118,925-35.5% | $79,858-3.9% |
| Participation rate | 88.4% | 64.9%+23.5pp | 75.4%+13.0pp | 69.6%+18.7pp |
| Annual return | 16.83% | 86.45%-69.6pp | 35.88%-19.0pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,163 | $1,836-36.7% | $3,263-64.4% | $2,471-52.9% |
| Participant deferral / active EE | $1,385 | $2,824-51.0% | $4,265-67.5% | $3,740-63.0% |
| Admin fee / account holder | $3,569 | $4,040-11.6% | $6,581-45.8% | $5,306-32.7% |