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 | $68,094 | $104,664-34.9% | $85,682-20.5% | $167,490-59.3% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 14.40% | 21.45%-7.1pp | 21.49%-7.1pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,170 | $3,337-64.9% | $2,618-55.3% | $4,837-75.8% |
| Participant deferral / active EE | $3,035 | $4,824-37.1% | $3,923-22.6% | $6,341-52.1% |
| Admin fee / account holder | $1,033 | $10,032-89.7% | $6,873-85.0% | $12,309-91.6% |