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 | $74,772 | $111,754-33.1% | $103,333-27.6% | $145,922-48.8% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 9.88% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,782 | $4,212-57.7% | $3,868-53.9% | $4,660-61.8% |
| Participant deferral / active EE | $2,216 | $5,619-60.6% | $5,057-56.2% | $6,688-66.9% |
| Admin fee / account holder | $1,154 | $9,750-88.2% | $8,355-86.2% | $13,397-91.4% |