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 | $65,561 | $115,882-43.4% | $100,516-34.8% | $158,922-58.7% |
| Participation rate | 93.8% | 81.6%+12.2pp | 79.4%+14.3pp | 82.0%+11.8pp |
| Annual return | 16.89% | 34.79%-17.9pp | 30.89%-14.0pp | 302.83%-285.9pp |
| Employer contribution / active EE | $4,354 | $4,103+6.1% | $3,418+27.4% | $4,761-8.6% |
| Participant deferral / active EE | $8,423 | $6,674+26.2% | $6,270+34.3% | $5,982+40.8% |
| Admin fee / account holder | $3,795 | $10,995-65.5% | $8,081-53.0% | $11,246-66.3% |