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 | $66,443 | $54,705+21.5% | $71,209-6.7% | $84,808-21.7% |
| Participation rate | 77.6% | 64.1%+13.6pp | 73.8%+3.9pp | 68.3%+9.3pp |
| Annual return | 14.69% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,160 | $2,158+0.1% | $2,721-20.6% | $2,631-17.9% |
| Participant deferral / active EE | $3,109 | $3,030+2.6% | $4,175-25.5% | $4,212-26.2% |
| Admin fee / account holder | $18,461 | $4,863+279.6% | $5,349+245.1% | $7,344+151.4% |