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 | $60,321 | $78,422-23.1% | $95,952-37.1% | $79,858-24.5% |
| Participation rate | 97.4% | 73.5%+23.9pp | 77.1%+20.3pp | 69.6%+27.7pp |
| Annual return | 14.38% | 19.37%-5.0pp | 91.61%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,368 | $1,945-29.7% | $2,541-46.2% | $2,471-44.6% |
| Participant deferral / active EE | $2,542 | $3,440-26.1% | $4,167-39.0% | $3,740-32.0% |
| Admin fee / account holder | $3,057 | $5,622-45.6% | $6,795-55.0% | $5,306-42.4% |