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 | $67,638 | $105,181-35.7% | $159,436-57.6% | $85,850-21.2% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.8%+14.6pp | 69.3%+28.1pp |
| Annual return | 15.49% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,158 | $3,318-35.0% | $4,829-55.3% | $2,565-15.9% |
| Participant deferral / active EE | $3,181 | $5,945-46.5% | $7,352-56.7% | $3,952-19.5% |
| Admin fee / account holder | $2,868 | $6,933-58.6% | $10,799-73.4% | $6,260-54.2% |