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 | $79,539 | $81,208-2.1% | $98,907-19.6% | $79,858-0.4% |
| Participation rate | 77.6% | 72.5%+5.0pp | 76.0%+1.5pp | 69.6%+7.9pp |
| Annual return | 14.93% | 60.99%-46.1pp | 196.43%-181.5pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,584 | $1,960-19.2% | $2,689-41.1% | $2,471-35.9% |
| Participant deferral / active EE | $2,174 | $3,265-33.4% | $4,244-48.8% | $3,740-41.9% |
| Admin fee / account holder | $5,198 | $6,013-13.6% | $6,642-21.7% | $5,306-2.0% |