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 | $66,062 | $89,753-26.4% | $107,525-38.6% | $84,808-22.1% |
| Participation rate | 85.4% | 68.1%+17.3pp | 75.1%+10.3pp | 68.3%+17.1pp |
| Annual return | 16.82% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,175 | $3,113+2.0% | $3,754-15.4% | $2,631+20.7% |
| Participant deferral / active EE | $6,996 | $4,056+72.5% | $5,116+36.8% | $4,212+66.1% |
| Admin fee / account holder | $2,437 | $7,222-66.3% | $8,919-72.7% | $7,344-66.8% |