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 | $71,153 | $165,984-57.1% | $164,813-56.8% | $145,922-51.2% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 12.58% | 100.03%-87.5pp | 69.93%-57.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,981 | $5,273-62.4% | $4,341-54.4% | $4,660-57.5% |
| Participant deferral / active EE | $3,968 | $6,959-43.0% | $6,031-34.2% | $6,688-40.7% |
| Admin fee / account holder | $687 | $16,648-95.9% | $12,690-94.6% | $13,397-94.9% |