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 | $73,763 | $91,190-19.1% | $178,490-58.7% | $79,858-7.6% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 16.25% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $714 | $3,256-78.1% | $5,011-85.7% | $2,471-71.1% |
| Participant deferral / active EE | $2,584 | $3,236-20.2% | $5,202-50.3% | $3,740-30.9% |
| Admin fee / account holder | $700 | $6,751-89.6% | $13,984-95.0% | $5,306-86.8% |