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 | $77,118 | $77,314-0.3% | $177,989-56.7% | $80,856-4.6% |
| Participation rate | 76.0% | 65.7%+10.3pp | 77.1%-1.1pp | 67.6%+8.4pp |
| Annual return | 15.95% | 18.09%-2.1pp | 294.48%-278.5pp | 35.59%-19.6pp |
| Employer contribution / active EE | $3,463 | $2,292+51.1% | $3,949-12.3% | $2,755+25.7% |
| Participant deferral / active EE | $4,939 | $4,411+12.0% | $6,276-21.3% | $4,296+15.0% |
| Admin fee / account holder | $4,351 | $7,191-39.5% | $10,363-58.0% | $6,918-37.1% |