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 | $69,964 | $117,381-40.4% | $99,443-29.6% | $152,861-54.2% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.4%+0.9pp |
| Annual return | 13.79% | 31.87%-18.1pp | 30.72%-16.9pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,137 | $3,013-62.3% | $2,540-55.2% | $4,762-76.1% |
| Participant deferral / active EE | $5,098 | $4,086+24.8% | $3,619+40.9% | $5,850-12.9% |
| Admin fee / account holder | $304 | $7,631-96.0% | $6,250-95.1% | $11,596-97.4% |