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 | $61,910 | $48,795+26.9% | $65,493-5.5% | $84,808-27.0% |
| Participation rate | 86.0% | 67.0%+19.0pp | 73.1%+12.9pp | 68.3%+17.7pp |
| Annual return | 14.93% | 20.20%-5.3pp | 982.45%-967.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,626 | $1,930+36.1% | $2,574+2.0% | $2,631-0.2% |
| Participant deferral / active EE | $2,714 | $2,928-7.3% | $3,961-31.5% | $4,212-35.5% |
| Admin fee / account holder | $7,686 | $3,877+98.2% | $5,028+52.9% | $7,344+4.7% |