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 | $67,158 | $102,966-34.8% | $90,281-25.6% | $152,861-56.1% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.4%+10.9pp |
| Annual return | 10.52% | 95.16%-84.6pp | 78.10%-67.6pp | 345.32%-334.8pp |
| Employer contribution / active EE | $2,772 | $3,139-11.7% | $2,854-2.9% | $4,762-41.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,619 | $6,171-41.3% | $5,351-32.4% | $11,596-68.8% |