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 | $57,085 | $95,416-40.2% | $185,823-69.3% | $85,850-33.5% |
| Participation rate | 81.6% | 68.8%+12.8pp | 81.7%-0.1pp | 69.3%+12.3pp |
| Annual return | 13.38% | 23.59%-10.2pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $915 | $3,314-72.4% | $5,167-82.3% | $2,565-64.3% |
| Participant deferral / active EE | $2,383 | $3,423-30.4% | $5,568-57.2% | $3,952-39.7% |
| Admin fee / account holder | $801 | $7,213-88.9% | $16,237-95.1% | $6,260-87.2% |