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 | $63,173 | $89,753-29.6% | $107,525-41.2% | $84,808-25.5% |
| Participation rate | 89.4% | 68.1%+21.3pp | 75.1%+14.3pp | 68.3%+21.1pp |
| Annual return | 13.15% | 29.48%-16.3pp | 181.32%-168.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,654 | $3,113-14.8% | $3,754-29.3% | $2,631+0.9% |
| Participant deferral / active EE | $3,244 | $4,056-20.0% | $5,116-36.6% | $4,212-23.0% |
| Admin fee / account holder | $1,947 | $7,222-73.0% | $8,919-78.2% | $7,344-73.5% |