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 | $58,964 | $105,181-43.9% | $159,436-63.0% | $85,850-31.3% |
| Participation rate | 72.7% | 75.8%-3.0pp | 82.8%-10.1pp | 69.3%+3.4pp |
| Annual return | 14.27% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $736 | $3,318-77.8% | $4,829-84.8% | $2,565-71.3% |
| Participant deferral / active EE | $3,812 | $5,945-35.9% | $7,352-48.1% | $3,952-3.5% |
| Admin fee / account holder | $6,078 | $6,933-12.3% | $10,799-43.7% | $6,260-2.9% |