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 | $69,537 | $103,376-32.7% | $87,100-20.2% | $152,861-54.5% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 25.64% | 28.10%-2.5pp | 28.19%-2.5pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,330 | $3,220-58.7% | $2,521-47.2% | $4,762-72.1% |
| Participant deferral / active EE | $2,437 | $4,778-49.0% | $4,049-39.8% | $5,850-58.3% |
| Admin fee / account holder | $1,401 | $12,205-88.5% | $7,497-81.3% | $11,596-87.9% |