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 | $64,211 | $98,463-34.8% | $119,258-46.2% | $85,850-25.2% |
| Participation rate | 91.9% | 77.6%+14.3pp | 82.7%+9.2pp | 69.3%+22.6pp |
| Annual return | 25.79% | 38.53%-12.7pp | 30.69%-4.9pp | 318.53%-292.7pp |
| Employer contribution / active EE | $2,376 | $3,698-35.7% | $4,384-45.8% | $2,565-7.4% |
| Participant deferral / active EE | $2,333 | $4,942-52.8% | $6,111-61.8% | $3,952-40.9% |
| Admin fee / account holder | $3,081 | $7,493-58.9% | $7,226-57.4% | $6,260-50.8% |