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 | $66,467 | $114,381-41.9% | $107,525-38.2% | $142,382-53.3% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 16.65% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,019 | $4,015-74.6% | $3,754-72.8% | $4,299-76.3% |
| Participant deferral / active EE | $4,398 | $5,564-21.0% | $5,116-14.0% | $6,507-32.4% |
| Admin fee / account holder | $5,207 | $9,860-47.2% | $8,919-41.6% | $12,624-58.8% |