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 | $60,666 | $89,753-32.4% | $107,525-43.6% | $84,808-28.5% |
| Participation rate | 81.5% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.2pp |
| Annual return | 17.83% | 29.48%-11.6pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,536 | $3,113-50.7% | $3,754-59.1% | $2,631-41.6% |
| Participant deferral / active EE | $6,989 | $4,056+72.3% | $5,116+36.6% | $4,212+65.9% |
| Admin fee / account holder | $548 | $7,222-92.4% | $8,919-93.9% | $7,344-92.5% |