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 | $64,422 | $94,625-31.9% | $116,228-44.6% | $84,808-24.0% |
| Participation rate | 83.7% | 70.4%+13.3pp | 74.6%+9.2pp | 68.3%+15.4pp |
| Annual return | 13.44% | 20.40%-7.0pp | 90.06%-76.6pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,762 | $2,347-24.9% | $2,994-41.1% | $2,631-33.0% |
| Participant deferral / active EE | $2,328 | $3,972-41.4% | $4,953-53.0% | $4,212-44.7% |
| Admin fee / account holder | $25,878 | $10,091+156.4% | $11,989+115.8% | $7,344+252.4% |