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 | $59,233 | $103,376-42.7% | $87,100-32.0% | $152,861-61.3% |
| Participation rate | 77.3% | 79.3%-2.1pp | 76.9%+0.4pp | 82.4%-5.2pp |
| Annual return | 20.96% | 28.10%-7.1pp | 28.19%-7.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,389 | $3,220-56.9% | $2,521-44.9% | $4,762-70.8% |
| Participant deferral / active EE | $3,498 | $4,778-26.8% | $4,049-13.6% | $5,850-40.2% |
| Admin fee / account holder | $11,653 | $12,205-4.5% | $7,497+55.4% | $11,596+0.5% |