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 | $64,616 | $91,190-29.1% | $178,490-63.8% | $79,858-19.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.64% | 24.19%-3.5pp | 151.07%-130.4pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,030 | $3,256-37.7% | $5,011-59.5% | $2,471-17.8% |
| Participant deferral / active EE | $4,562 | $3,236+41.0% | $5,202-12.3% | $3,740+22.0% |
| Admin fee / account holder | $8,013 | $6,751+18.7% | $13,984-42.7% | $5,306+51.0% |