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 8-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 | $63,423 | $91,538-30.7% | $129,995-51.2% | $75,163-15.6% |
| Participation rate | 79.3% | 71.4%+7.9pp | 78.5%+0.8pp | 67.2%+12.1pp |
| Annual return | 19.20% | -631.11%+650.3pp | -137.18%+156.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $7,166 | $2,845+151.9% | $4,320+65.9% | $2,670+168.4% |
| Participant deferral / active EE | $4,297 | $4,341-1.0% | $5,820-26.2% | $4,125+4.2% |
| Admin fee / account holder | $1,488 | $6,790-78.1% | $10,614-86.0% | $5,651-73.7% |