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 | $64,367 | $165,984-61.2% | $164,813-60.9% | $145,922-55.9% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 13.19% | 100.03%-86.8pp | 69.93%-56.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,897 | $5,273-45.1% | $4,341-33.3% | $4,660-37.8% |
| Participant deferral / active EE | $4,577 | $6,959-34.2% | $6,031-24.1% | $6,688-31.6% |
| Admin fee / account holder | $5,704 | $16,648-65.7% | $12,690-55.1% | $13,397-57.4% |