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 | $58,289 | $232,540-74.9% | $185,117-68.5% | $147,584-60.5% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 21.04% | 43.03%-22.0pp | 40.50%-19.5pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,834 | $5,195-64.7% | $4,182-56.1% | $4,876-62.4% |
| Participant deferral / active EE | $2,975 | $5,834-49.0% | $5,045-41.0% | $5,439-45.3% |
| Admin fee / account holder | $365 | $10,275-96.5% | $8,159-95.5% | $10,885-96.7% |