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 | $72,961 | $89,753-18.7% | $107,525-32.1% | $84,808-14.0% |
| Participation rate | 79.1% | 68.1%+11.0pp | 75.1%+4.0pp | 68.3%+10.8pp |
| Annual return | 13.65% | 29.48%-15.8pp | 181.32%-167.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,486 | $3,113-52.3% | $3,754-60.4% | $2,631-43.5% |
| Participant deferral / active EE | $2,607 | $4,056-35.7% | $5,116-49.0% | $4,212-38.1% |
| Admin fee / account holder | $3,757 | $7,222-48.0% | $8,919-57.9% | $7,344-48.8% |