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 | $70,195 | $65,041+7.9% | $90,951-22.8% | $79,858-12.1% |
| Participation rate | 89.5% | 61.6%+27.9pp | 69.0%+20.5pp | 69.6%+19.8pp |
| Annual return | 18.20% | 30.45%-12.2pp | 134.60%-116.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,030 | $1,247-17.4% | $2,122-51.4% | $2,471-58.3% |
| Participant deferral / active EE | $4,069 | $2,512+62.0% | $3,373+20.6% | $3,740+8.8% |
| Admin fee / account holder | $6,021 | $4,536+32.7% | $5,959+1.0% | $5,306+13.5% |