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 8-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 | $26,836 | $78,672-65.9% | $109,143-75.4% | $85,850-68.7% |
| Participation rate | 85.2% | 68.3%+16.9pp | 75.9%+9.3pp | 69.3%+15.9pp |
| Annual return | 54.94% | 25.09%+29.9pp | 25.75%+29.2pp | 318.53%-263.6pp |
| Employer contribution / active EE | $2,049 | $2,735-25.1% | $3,722-45.0% | $2,565-20.1% |
| Participant deferral / active EE | $3,488 | $3,467+0.6% | $4,653-25.0% | $3,952-11.7% |
| Admin fee / account holder | $1,067 | $5,469-80.5% | $6,752-84.2% | $6,260-83.0% |