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 | $53,369 | $102,616-48.0% | $81,983-34.9% | $158,922-66.4% |
| Participation rate | 76.5% | 75.5%+0.9pp | 69.2%+7.2pp | 82.0%-5.5pp |
| Annual return | 23.87% | 61.04%-37.2pp | 41.31%-17.4pp | 302.83%-279.0pp |
| Employer contribution / active EE | $1,349 | $3,240-58.4% | $2,498-46.0% | $4,761-71.7% |
| Participant deferral / active EE | $2,167 | $4,648-53.4% | $3,722-41.8% | $5,982-63.8% |
| Admin fee / account holder | $905 | $8,235-89.0% | $5,664-84.0% | $11,246-92.0% |