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 | $54,028 | $127,777-57.7% | $106,548-49.3% | $167,490-67.7% |
| Participation rate | 89.5% | 78.3%+11.2pp | 76.1%+13.3pp | 82.1%+7.4pp |
| Annual return | 13.24% | 33.87%-20.6pp | 26.80%-13.6pp | 478.56%-465.3pp |
| Employer contribution / active EE | $6,893 | $3,427+101.2% | $2,819+144.5% | $4,837+42.5% |
| Participant deferral / active EE | $2,570 | $5,087-49.5% | $4,398-41.6% | $6,341-59.5% |
| Admin fee / account holder | $816 | $11,228-92.7% | $7,407-89.0% | $12,309-93.4% |