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 | $68,166 | $183,519-62.9% | $155,509-56.2% | $145,922-53.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.62% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,343 | $5,313-55.9% | $4,672-49.9% | $4,660-49.7% |
| Participant deferral / active EE | $5,922 | $6,462-8.4% | $5,626+5.3% | $6,688-11.4% |
| Admin fee / account holder | $3,131 | $19,313-83.8% | $15,912-80.3% | $13,397-76.6% |