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 | $98,229 | $165,984-40.8% | $164,813-40.4% | $145,922-32.7% |
| Participation rate | 86.4% | 82.0%+4.4pp | 78.6%+7.8pp | 80.3%+6.1pp |
| Annual return | 15.96% | 100.03%-84.1pp | 69.93%-54.0pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,039 | $5,273-61.3% | $4,341-53.0% | $4,660-56.2% |
| Participant deferral / active EE | $4,097 | $6,959-41.1% | $6,031-32.1% | $6,688-38.7% |
| Admin fee / account holder | $8,486 | $16,648-49.0% | $12,690-33.1% | $13,397-36.7% |