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 | $76,594 | $154,117-50.3% | $129,995-41.1% | $139,434-45.1% |
| Participation rate | 94.7% | 82.0%+12.8pp | 78.5%+16.3pp | 80.3%+14.4pp |
| Annual return | 33.20% | 32.48%+0.7pp | -137.18%+170.4pp | 372.94%-339.7pp |
| Employer contribution / active EE | $4,570 | $5,289-13.6% | $4,320+5.8% | $4,751-3.8% |
| Participant deferral / active EE | $8,447 | $6,710+25.9% | $5,820+45.1% | $6,710+25.9% |
| Admin fee / account holder | $1,787 | $14,007-87.2% | $10,614-83.2% | $11,403-84.3% |