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 | $84,582 | $118,849-28.8% | $96,562-12.4% | $167,490-49.5% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 12.30% | 50.49%-38.2pp | 37.78%-25.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,430 | $3,120-54.1% | $2,356-39.3% | $4,837-70.4% |
| Participant deferral / active EE | $5,192 | $4,616+12.5% | $3,849+34.9% | $6,341-18.1% |
| Admin fee / account holder | $649 | $8,065-92.0% | $6,181-89.5% | $12,309-94.7% |