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 | $58,810 | $98,240-40.1% | $82,313-28.6% | $147,584-60.2% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 21.31% | 30.85%-9.5pp | 25.88%-4.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,068 | $3,192-66.5% | $2,428-56.0% | $4,876-78.1% |
| Participant deferral / active EE | $3,206 | $4,383-26.9% | $3,706-13.5% | $5,439-41.1% |
| Admin fee / account holder | $1,512 | $8,563-82.3% | $5,608-73.0% | $10,885-86.1% |