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 | $62,900 | $77,419-18.8% | $69,455-9.4% | $152,861-58.9% |
| Participation rate | 72.7% | 78.1%-5.4pp | 74.6%-1.9pp | 82.4%-9.7pp |
| Annual return | 14.35% | 39.06%-24.7pp | 28.97%-14.6pp | 345.32%-331.0pp |
| Employer contribution / active EE | $1,204 | $3,315-63.7% | $2,779-56.7% | $4,762-74.7% |
| Participant deferral / active EE | $2,488 | $4,414-43.6% | $3,535-29.6% | $5,850-57.5% |
| Admin fee / account holder | $403 | $6,207-93.5% | $3,839-89.5% | $11,596-96.5% |