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 | $63,527 | $117,841-46.1% | $102,423-38.0% | $145,922-56.5% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 13.04% | 31.65%-18.6pp | 29.32%-16.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,708 | $3,615-52.7% | $3,023-43.5% | $4,660-63.3% |
| Participant deferral / active EE | $3,740 | $5,731-34.7% | $5,053-26.0% | $6,688-44.1% |
| Admin fee / account holder | $721 | $13,326-94.6% | $9,451-92.4% | $13,397-94.6% |