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 | $65,170 | $124,319-47.6% | $111,297-41.4% | $167,490-61.1% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.8pp |
| Annual return | 11.57% | 37.44%-25.9pp | 54.65%-43.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,385 | $3,435-59.7% | $2,731-49.3% | $4,837-71.4% |
| Participant deferral / active EE | $3,627 | $5,180-30.0% | $4,487-19.2% | $6,341-42.8% |
| Admin fee / account holder | $1,289 | $10,618-87.9% | $7,964-83.8% | $12,309-89.5% |