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 9-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 | $65,053 | $81,208-19.9% | $98,907-34.2% | $79,858-18.5% |
| Participation rate | 75.0% | 72.5%+2.5pp | 76.0%-1.0pp | 69.6%+5.4pp |
| Annual return | 22.58% | 60.99%-38.4pp | 196.43%-173.8pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,528 | $1,960-22.0% | $2,689-43.2% | $2,471-38.2% |
| Participant deferral / active EE | $4,698 | $3,265+43.9% | $4,244+10.7% | $3,740+25.6% |
| Admin fee / account holder | $7,549 | $6,013+25.6% | $6,642+13.7% | $5,306+42.3% |