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 | $75,046 | $87,013-13.8% | $106,213-29.3% | $80,856-7.2% |
| Participation rate | 71.1% | 70.4%+0.6pp | 75.3%-4.2pp | 67.6%+3.4pp |
| Annual return | 21.37% | 17.05%+4.3pp | 116.14%-94.8pp | 35.59%-14.2pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,902 | $3,986-52.3% | $5,016-62.1% | $4,296-55.7% |
| Admin fee / account holder | $6,300 | $8,431-25.3% | $11,033-42.9% | $6,918-8.9% |