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 | $64,932 | $90,503-28.3% | $78,689-17.5% | $273,961-76.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 2.92% | 75.60%-72.7pp | 62.18%-59.3pp | 41.45%-38.5pp |
| Employer contribution / active EE | $917 | $3,176-71.1% | $2,851-67.8% | $4,869-81.2% |
| Participant deferral / active EE | $2,526 | $3,901-35.3% | $3,517-28.2% | $5,287-52.2% |
| Admin fee / account holder | $419 | $5,263-92.0% | $4,510-90.7% | $10,132-95.9% |