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 | $69,637 | $106,515-34.6% | $96,683-28.0% | $139,434-50.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 21.68% | 38.43%-16.7pp | 35.69%-14.0pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,658 | $4,103-59.6% | $3,737-55.6% | $4,751-65.1% |
| Participant deferral / active EE | $3,702 | $5,454-32.1% | $4,878-24.1% | $6,710-44.8% |
| Admin fee / account holder | $587 | $7,877-92.5% | $6,730-91.3% | $11,403-94.9% |