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 | $62,073 | $106,890-41.9% | $84,015-26.1% | $152,861-59.4% |
| Participation rate | 92.3% | 75.2%+17.1pp | 69.0%+23.3pp | 82.4%+9.9pp |
| Annual return | 22.50% | 104.99%-82.5pp | 71.31%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $736 | $2,734-73.1% | $1,983-62.9% | $4,762-84.6% |
| Participant deferral / active EE | $1,075 | $4,011-73.2% | $3,239-66.8% | $5,850-81.6% |
| Admin fee / account holder | $1,957 | $8,285-76.4% | $6,101-67.9% | $11,596-83.1% |