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 | $75,722 | $150,187-49.6% | $120,354-37.1% | $145,922-48.1% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 33.62% | 154.07%-120.4pp | 107.15%-73.5pp | 561.29%-527.7pp |
| Employer contribution / active EE | $1,959 | $4,348-54.9% | $3,463-43.4% | $4,660-58.0% |
| Participant deferral / active EE | $2,947 | $6,173-52.3% | $4,991-41.0% | $6,688-55.9% |
| Admin fee / account holder | $489 | $12,207-96.0% | $9,423-94.8% | $13,397-96.3% |