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 | $77,123 | $24,730+211.9% | $66,042+16.8% | $84,808-9.1% |
| Participation rate | 80.8% | 68.1%+12.7pp | 67.5%+13.3pp | 68.3%+12.5pp |
| Annual return | 15.65% | 79.55%-63.9pp | 52.11%-36.5pp | 40.90%-25.2pp |
| Employer contribution / active EE | $388 | $857-54.7% | $1,579-75.4% | $2,631-85.2% |
| Participant deferral / active EE | $2,362 | $1,737+36.0% | $2,835-16.7% | $4,212-43.9% |
| Admin fee / account holder | $1,631 | $3,014-45.9% | $5,747-71.6% | $7,344-77.8% |