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 | $63,720 | $162,781-60.9% | $133,956-52.4% | $158,922-59.9% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 17.17% | 41.94%-24.8pp | 45.09%-27.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,217 | $4,975-75.5% | $3,919-68.9% | $4,761-74.4% |
| Participant deferral / active EE | $1,907 | $5,911-67.7% | $5,048-62.2% | $5,982-68.1% |
| Admin fee / account holder | $373 | $11,736-96.8% | $8,927-95.8% | $11,246-96.7% |