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 | $59,159 | $85,202-30.6% | $172,739-65.8% | $72,985-18.9% |
| Participation rate | 73.0% | 70.1%+2.9pp | 82.6%-9.7pp | 69.5%+3.5pp |
| Annual return | 20.88% | 27.32%-6.4pp | 802.84%-782.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,463 | $3,324-56.0% | $5,143-71.6% | $2,440-40.1% |
| Participant deferral / active EE | $2,697 | $3,260-17.3% | $5,198-48.1% | $3,607-25.2% |
| Admin fee / account holder | $392 | $5,884-93.3% | $13,954-97.2% | $5,124-92.4% |