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 | $65,298 | $105,181-37.9% | $159,436-59.0% | $85,850-23.9% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.8%+15.2pp | 69.3%+28.7pp |
| Annual return | 18.03% | 45.07%-27.0pp | 263.57%-245.5pp | 318.53%-300.5pp |
| Employer contribution / active EE | $3,167 | $3,318-4.6% | $4,829-34.4% | $2,565+23.5% |
| Participant deferral / active EE | $6,619 | $5,945+11.3% | $7,352-10.0% | $3,952+67.5% |
| Admin fee / account holder | $750 | $6,933-89.2% | $10,799-93.1% | $6,260-88.0% |