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 | $77,912 | $154,117-49.4% | $129,995-40.1% | $139,434-44.1% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 16.07% | 32.48%-16.4pp | -137.18%+153.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,638 | $5,289-69.0% | $4,320-62.1% | $4,751-65.5% |
| Participant deferral / active EE | $2,754 | $6,710-59.0% | $5,820-52.7% | $6,710-59.0% |
| Admin fee / account holder | $1,018 | $14,007-92.7% | $10,614-90.4% | $11,403-91.1% |