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 | $52,324 | $154,117-66.0% | $129,995-59.7% | $139,434-62.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 15.78% | 32.48%-16.7pp | -137.18%+153.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,378 | $5,289-74.0% | $4,320-68.1% | $4,751-71.0% |
| Participant deferral / active EE | $2,816 | $6,710-58.0% | $5,820-51.6% | $6,710-58.0% |
| Admin fee / account holder | $933 | $14,007-93.3% | $10,614-91.2% | $11,403-91.8% |