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 | $58,254 | $112,096-48.0% | $95,952-39.3% | $158,922-63.3% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 8.44% | 171.09%-162.7pp | 91.61%-83.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,556 | $3,198-51.3% | $2,541-38.8% | $4,761-67.3% |
| Participant deferral / active EE | $3,046 | $4,784-36.3% | $4,167-26.9% | $5,982-49.1% |
| Admin fee / account holder | $3,237 | $10,130-68.0% | $6,795-52.4% | $11,246-71.2% |