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 | $55,017 | $127,777-56.9% | $106,548-48.4% | $167,490-67.2% |
| Participation rate | 71.4% | 78.3%-6.8pp | 76.1%-4.7pp | 82.1%-10.7pp |
| Annual return | 8.59% | 33.87%-25.3pp | 26.80%-18.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,857 | $3,427-45.8% | $2,819-34.1% | $4,837-61.6% |
| Participant deferral / active EE | $5,225 | $5,087+2.7% | $4,398+18.8% | $6,341-17.6% |
| Admin fee / account holder | $452 | $11,228-96.0% | $7,407-93.9% | $12,309-96.3% |