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 | $71,945 | $91,190-21.1% | $178,490-59.7% | $79,858-9.9% |
| Participation rate | 72.7% | 69.2%+3.5pp | 81.9%-9.2pp | 69.6%+3.1pp |
| Annual return | 15.32% | 24.19%-8.9pp | 151.07%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,591 | $3,256-51.1% | $5,011-68.3% | $2,471-35.6% |
| Participant deferral / active EE | $2,985 | $3,236-7.8% | $5,202-42.6% | $3,740-20.2% |
| Admin fee / account holder | $3,553 | $6,751-47.4% | $13,984-74.6% | $5,306-33.0% |