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 | $64,678 | $142,405-54.6% | $115,157-43.8% | $152,861-57.7% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.4%+5.1pp |
| Annual return | 28.26% | 41.48%-13.2pp | 35.60%-7.3pp | 345.32%-317.1pp |
| Employer contribution / active EE | $2,361 | $4,010-41.1% | $3,179-25.7% | $4,762-50.4% |
| Participant deferral / active EE | $2,001 | $5,164-61.3% | $4,168-52.0% | $5,850-65.8% |
| Admin fee / account holder | $1,039 | $8,462-87.7% | $7,088-85.3% | $11,596-91.0% |