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 | $61,605 | $91,538-32.7% | $129,995-52.6% | $75,163-18.0% |
| Participation rate | 96.7% | 71.4%+25.2pp | 78.5%+18.2pp | 67.2%+29.5pp |
| Annual return | 19.26% | -631.11%+650.4pp | -137.18%+156.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,754 | $2,845-38.4% | $4,320-59.4% | $2,670-34.3% |
| Participant deferral / active EE | $2,687 | $4,341-38.1% | $5,820-53.8% | $4,125-34.9% |
| Admin fee / account holder | $2,013 | $6,790-70.3% | $10,614-81.0% | $5,651-64.4% |