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 | $67,367 | $115,770-41.8% | $101,248-33.5% | $158,922-57.6% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 28.73% | 56.14%-27.4pp | 46.47%-17.7pp | 302.83%-274.1pp |
| Employer contribution / active EE | $897 | $4,175-78.5% | $3,660-75.5% | $4,761-81.2% |
| Participant deferral / active EE | $1,722 | $4,957-65.3% | $4,370-60.6% | $5,982-71.2% |
| Admin fee / account holder | $5,095 | $7,245-29.7% | $5,945-14.3% | $11,246-54.7% |