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 | $66,487 | $81,208-18.1% | $98,907-32.8% | $79,858-16.7% |
| Participation rate | 85.0% | 72.5%+12.5pp | 76.0%+9.0pp | 69.6%+15.4pp |
| Annual return | 16.80% | 60.99%-44.2pp | 196.43%-179.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,367 | $1,960-30.2% | $2,689-49.1% | $2,471-44.7% |
| Participant deferral / active EE | $4,433 | $3,265+35.8% | $4,244+4.4% | $3,740+18.5% |
| Admin fee / account holder | $1,706 | $6,013-71.6% | $6,642-74.3% | $5,306-67.9% |