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 | $78,897 | $64,839+21.7% | $95,585-17.5% | $84,808-7.0% |
| Participation rate | 75.8% | 63.8%+11.9pp | 72.1%+3.7pp | 68.3%+7.4pp |
| Annual return | 14.31% | -670.96%+685.3pp | 38.56%-24.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $642 | $1,759-63.5% | $2,527-74.6% | $2,631-75.6% |
| Participant deferral / active EE | $1,631 | $2,965-45.0% | $4,023-59.4% | $4,212-61.3% |
| Admin fee / account holder | $3,422 | $5,964-42.6% | $6,127-44.1% | $7,344-53.4% |