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 | $68,514 | $102,966-33.5% | $90,281-24.1% | $152,861-55.2% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.4%+11.7pp |
| Annual return | 24.60% | 95.16%-70.6pp | 78.10%-53.5pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,257 | $3,139-28.1% | $2,854-20.9% | $4,762-52.6% |
| Participant deferral / active EE | $4,572 | $4,281+6.8% | $3,885+17.7% | $5,850-21.9% |
| Admin fee / account holder | $4,803 | $6,171-22.2% | $5,351-10.3% | $11,596-58.6% |