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 | $66,318 | $86,286-23.1% | $111,297-40.4% | $85,850-22.8% |
| Participation rate | 73.8% | 73.3%+0.5pp | 77.3%-3.5pp | 69.3%+4.5pp |
| Annual return | 11.64% | 19.99%-8.3pp | 54.65%-43.0pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,921 | $2,043-6.0% | $2,731-29.7% | $2,565-25.1% |
| Participant deferral / active EE | $2,443 | $3,641-32.9% | $4,487-45.6% | $3,952-38.2% |
| Admin fee / account holder | $5,822 | $8,188-28.9% | $7,964-26.9% | $6,260-7.0% |