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 | $89,708 | $115,770-22.5% | $101,248-11.4% | $158,922-43.6% |
| Participation rate | 82.4% | 79.4%+3.0pp | 75.8%+6.5pp | 82.0%+0.4pp |
| Annual return | 10.00% | 56.14%-46.1pp | 46.47%-36.5pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,848 | $4,175-55.7% | $3,660-49.5% | $4,761-61.2% |
| Participant deferral / active EE | $3,946 | $4,957-20.4% | $4,370-9.7% | $5,982-34.0% |
| Admin fee / account holder | $958 | $7,245-86.8% | $5,945-83.9% | $11,246-91.5% |