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 | $62,232 | $91,037-31.6% | $71,671-13.2% | $147,584-57.8% |
| Participation rate | 77.3% | 76.1%+1.2pp | 68.7%+8.5pp | 82.8%-5.6pp |
| Annual return | 17.34% | 20.48%-3.1pp | 20.65%-3.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,063 | $3,327-68.0% | $2,460-56.8% | $4,876-78.2% |
| Participant deferral / active EE | $2,126 | $4,498-52.7% | $3,438-38.2% | $5,439-60.9% |
| Admin fee / account holder | $3,347 | $8,613-61.1% | $5,558-39.8% | $10,885-69.2% |