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 | $64,273 | $78,705-18.3% | $117,854-45.5% | $70,131-8.4% |
| Participation rate | 85.4% | 73.2%+12.2pp | 79.7%+5.7pp | 69.5%+15.8pp |
| Annual return | 13.11% | 23.30%-10.2pp | 335.08%-322.0pp | 73.14%-60.0pp |
| Employer contribution / active EE | $716 | $2,223-67.8% | $3,786-81.1% | $2,342-69.4% |
| Participant deferral / active EE | $6,667 | $3,297+102.2% | $4,482+48.8% | $3,332+100.1% |
| Admin fee / account holder | $5,990 | $5,065+18.3% | $8,020-25.3% | $4,645+28.9% |