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 | $56,084 | $81,208-30.9% | $98,907-43.3% | $79,858-29.8% |
| Participation rate | 88.4% | 72.5%+15.9pp | 76.0%+12.4pp | 69.6%+18.8pp |
| Annual return | 116.85% | 60.99%+55.9pp | 196.43%-79.6pp | 31.71%+85.1pp |
| Employer contribution / active EE | $1,611 | $1,960-17.8% | $2,689-40.1% | $2,471-34.8% |
| Participant deferral / active EE | $2,836 | $3,265-13.1% | $4,244-33.2% | $3,740-24.2% |
| Admin fee / account holder | $2,678 | $6,013-55.5% | $6,642-59.7% | $5,306-49.5% |