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 | $62,819 | $87,733-28.4% | $106,548-41.0% | $85,850-26.8% |
| Participation rate | 90.6% | 71.9%+18.7pp | 76.1%+14.5pp | 69.3%+21.3pp |
| Annual return | 14.49% | 21.86%-7.4pp | 26.80%-12.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,369 | $2,073+14.3% | $2,819-16.0% | $2,565-7.7% |
| Participant deferral / active EE | $4,546 | $3,469+31.0% | $4,398+3.4% | $3,952+15.0% |
| Admin fee / account holder | $3,401 | $6,767-49.7% | $7,407-54.1% | $6,260-45.7% |