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 | $56,523 | $95,416-40.8% | $185,823-69.6% | $85,850-34.2% |
| Participation rate | 87.1% | 68.8%+18.3pp | 81.7%+5.4pp | 69.3%+17.8pp |
| Annual return | 16.24% | 23.59%-7.3pp | 122.05%-105.8pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,430 | $3,314+3.5% | $5,167-33.6% | $2,565+33.7% |
| Participant deferral / active EE | $6,473 | $3,423+89.1% | $5,568+16.3% | $3,952+63.8% |
| Admin fee / account holder | $1,079 | $7,213-85.0% | $16,237-93.4% | $6,260-82.8% |