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 6-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 | $60,216 | $214,378-71.9% | $200,582-70.0% | $142,382-57.7% |
| Participation rate | 81.3% | 87.4%-6.2pp | 86.9%-5.6pp | 80.1%+1.1pp |
| Annual return | 18.56% | 46.41%-27.8pp | 42.33%-23.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,677 | $6,841-46.3% | $6,419-42.7% | $4,299-14.5% |
| Participant deferral / active EE | $14,646 | $9,865+48.5% | $9,331+57.0% | $6,507+125.1% |
| Admin fee / account holder | $13,408 | $17,692-24.2% | $16,305-17.8% | $12,624+6.2% |