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 | $57,791 | $81,208-28.8% | $98,907-41.6% | $79,858-27.6% |
| Participation rate | 79.7% | 72.5%+7.2pp | 76.0%+3.7pp | 69.6%+10.1pp |
| Annual return | 20.60% | 60.99%-40.4pp | 196.43%-175.8pp | 31.71%-11.1pp |
| Employer contribution / active EE | $432 | $1,960-78.0% | $2,689-83.9% | $2,471-82.5% |
| Participant deferral / active EE | $2,333 | $3,265-28.5% | $4,244-45.0% | $3,740-37.6% |
| Admin fee / account holder | $3,061 | $6,013-49.1% | $6,642-53.9% | $5,306-42.3% |