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 | $60,791 | $71,050-14.4% | $93,606-35.1% | $80,856-24.8% |
| Participation rate | 85.7% | 60.4%+25.3pp | 68.7%+17.0pp | 67.6%+18.1pp |
| Annual return | 13.94% | 11.26%+2.7pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $660 | $1,564-57.8% | $2,420-72.7% | $2,755-76.1% |
| Participant deferral / active EE | $3,577 | $4,034-11.3% | $4,411-18.9% | $4,296-16.7% |
| Admin fee / account holder | $400 | $6,945-94.2% | $8,285-95.2% | $6,918-94.2% |