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 | $61,556 | $68,547-10.2% | $120,354-48.9% | $80,856-23.9% |
| Participation rate | 78.9% | 61.6%+17.3pp | 71.9%+7.0pp | 67.6%+11.3pp |
| Annual return | 13.68% | 23.60%-9.9pp | 107.15%-93.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,484 | $2,051+21.1% | $3,463-28.3% | $2,755-9.8% |
| Participant deferral / active EE | $2,885 | $3,173-9.1% | $4,991-42.2% | $4,296-32.8% |
| Admin fee / account holder | $417 | $5,732-92.7% | $9,423-95.6% | $6,918-94.0% |