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 | $75,283 | $64,839+16.1% | $95,585-21.2% | $84,808-11.2% |
| Participation rate | 86.2% | 63.8%+22.3pp | 72.1%+14.1pp | 68.3%+17.8pp |
| Annual return | 18.99% | -670.96%+690.0pp | 38.56%-19.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,161 | $1,759-34.0% | $2,527-54.1% | $2,631-55.9% |
| Participant deferral / active EE | $6,509 | $2,965+119.5% | $4,023+61.8% | $4,212+54.5% |
| Admin fee / account holder | $1,844 | $5,964-69.1% | $6,127-69.9% | $7,344-74.9% |