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 | $55,599 | $105,126-47.1% | $94,646-41.3% | $139,434-60.1% |
| Participation rate | 82.4% | 82.4%0pp | 80.8%+1.5pp | 80.3%+2.0pp |
| Annual return | 12.43% | 38.03%-25.6pp | 156.71%-144.3pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,028 | $4,106-50.6% | $3,672-44.8% | $4,751-57.3% |
| Participant deferral / active EE | $2,813 | $7,599-63.0% | $7,418-62.1% | $6,710-58.1% |
| Admin fee / account holder | $1,910 | $8,984-78.7% | $7,231-73.6% | $11,403-83.2% |