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 | $63,850 | $89,753-28.9% | $107,525-40.6% | $84,808-24.7% |
| Participation rate | 97.6% | 68.1%+29.5pp | 75.1%+22.5pp | 68.3%+29.2pp |
| Annual return | 16.73% | 29.48%-12.7pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,625 | $3,113-47.8% | $3,754-56.7% | $2,631-38.2% |
| Participant deferral / active EE | $7,444 | $4,056+83.5% | $5,116+45.5% | $4,212+76.7% |
| Admin fee / account holder | $8,161 | $7,222+13.0% | $8,919-8.5% | $7,344+11.1% |