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 | $64,280 | $87,733-26.7% | $106,548-39.7% | $85,850-25.1% |
| Participation rate | 77.6% | 71.9%+5.7pp | 76.1%+1.5pp | 69.3%+8.3pp |
| Annual return | 17.86% | 21.86%-4.0pp | 26.80%-8.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $982 | $2,073-52.6% | $2,819-65.2% | $2,565-61.7% |
| Participant deferral / active EE | $1,589 | $3,469-54.2% | $4,398-63.9% | $3,952-59.8% |
| Admin fee / account holder | $5,732 | $6,767-15.3% | $7,407-22.6% | $6,260-8.4% |