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 | $71,107 | $65,041+9.3% | $90,951-21.8% | $79,858-11.0% |
| Participation rate | 91.5% | 61.6%+29.9pp | 69.0%+22.5pp | 69.6%+21.9pp |
| Annual return | 15.22% | 30.45%-15.2pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,420 | $1,247+13.9% | $2,122-33.1% | $2,471-42.5% |
| Participant deferral / active EE | $2,191 | $2,512-12.8% | $3,373-35.0% | $3,740-41.4% |
| Admin fee / account holder | $459 | $4,536-89.9% | $5,959-92.3% | $5,306-91.4% |