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 | $64,915 | $183,519-64.6% | $155,509-58.3% | $145,922-55.5% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 13.50% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,979 | $5,313-25.1% | $4,672-14.8% | $4,660-14.6% |
| Participant deferral / active EE | $3,389 | $6,462-47.6% | $5,626-39.8% | $6,688-49.3% |
| Admin fee / account holder | $9,987 | $19,313-48.3% | $15,912-37.2% | $13,397-25.5% |