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 | $67,176 | $56,317+19.3% | $71,209-5.7% | $74,304-9.6% |
| Participation rate | 92.9% | 55.1%+37.7pp | 73.8%+19.1pp | 60.3%+32.5pp |
| Annual return | 17.40% | 42.83%-25.4pp | 282.51%-265.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,237 | $2,160+3.6% | $2,721-17.8% | $2,241-0.2% |
| Participant deferral / active EE | $5,460 | $2,788+95.9% | $4,175+30.8% | $3,767+44.9% |
| Admin fee / account holder | $4,719 | $2,290+106.1% | $5,349-11.8% | $2,969+59.0% |