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 | $64,600 | $165,984-61.1% | $164,813-60.8% | $145,922-55.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 14.00% | 100.03%-86.0pp | 69.93%-55.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,899 | $5,273-64.0% | $4,341-56.3% | $4,660-59.2% |
| Participant deferral / active EE | $3,700 | $6,959-46.8% | $6,031-38.7% | $6,688-44.7% |
| Admin fee / account holder | $3,266 | $16,648-80.4% | $12,690-74.3% | $13,397-75.6% |