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 | $68,481 | $81,208-15.7% | $98,907-30.8% | $79,858-14.2% |
| Participation rate | 81.8% | 72.5%+9.3pp | 76.0%+5.8pp | 69.6%+12.2pp |
| Annual return | 12.50% | 60.99%-48.5pp | 196.43%-183.9pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,460 | $1,960+25.5% | $2,689-8.5% | $2,471-0.4% |
| Participant deferral / active EE | $1,980 | $3,265-39.4% | $4,244-53.4% | $3,740-47.1% |
| Admin fee / account holder | $6,172 | $6,013+2.6% | $6,642-7.1% | $5,306+16.3% |