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 | $62,467 | $115,770-46.0% | $101,248-38.3% | $158,922-60.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.24% | 56.14%-27.9pp | 46.47%-18.2pp | 302.83%-274.6pp |
| Employer contribution / active EE | $3,642 | $4,175-12.7% | $3,660-0.5% | $4,761-23.5% |
| Participant deferral / active EE | $4,575 | $4,957-7.7% | $4,370+4.7% | $5,982-23.5% |
| Admin fee / account holder | $2,064 | $7,245-71.5% | $5,945-65.3% | $11,246-81.6% |