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 | $66,851 | $63,861+4.7% | $104,607-36.1% | $79,858-16.3% |
| Participation rate | 86.8% | 64.9%+21.9pp | 74.1%+12.8pp | 69.6%+17.2pp |
| Annual return | 16.73% | 21.30%-4.6pp | 340.46%-323.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,273 | $1,588-19.9% | $2,681-52.5% | $2,471-48.5% |
| Participant deferral / active EE | $4,404 | $2,693+63.5% | $3,740+17.8% | $3,740+17.8% |
| Admin fee / account holder | $1,585 | $4,185-62.1% | $6,473-75.5% | $5,306-70.1% |