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 | $76,191 | $91,190-16.4% | $178,490-57.3% | $79,858-4.6% |
| Participation rate | 70.2% | 69.2%+1.0pp | 81.9%-11.7pp | 69.6%+0.5pp |
| Annual return | 16.50% | 24.19%-7.7pp | 151.07%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,518 | $3,256-22.7% | $5,011-49.8% | $2,471+1.9% |
| Participant deferral / active EE | $4,103 | $3,236+26.8% | $5,202-21.1% | $3,740+9.7% |
| Admin fee / account holder | $1,799 | $6,751-73.4% | $13,984-87.1% | $5,306-66.1% |