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 | $68,570 | $133,922-48.8% | $116,228-41.0% | $142,382-51.8% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 11.11% | 147.76%-136.7pp | 90.06%-79.0pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,798 | $3,446-47.8% | $2,994-39.9% | $4,299-58.2% |
| Participant deferral / active EE | $5,773 | $5,672+1.8% | $4,953+16.5% | $6,507-11.3% |
| Admin fee / account holder | $5,411 | $14,945-63.8% | $11,989-54.9% | $12,624-57.1% |