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 | $68,367 | $124,319-45.0% | $111,297-38.6% | $167,490-59.2% |
| Participation rate | 73.9% | 79.6%-5.7pp | 77.3%-3.4pp | 82.1%-8.2pp |
| Annual return | 11.31% | 37.44%-26.1pp | 54.65%-43.3pp | 478.56%-467.2pp |
| Employer contribution / active EE | $913 | $3,435-73.4% | $2,731-66.6% | $4,837-81.1% |
| Participant deferral / active EE | $2,749 | $5,180-46.9% | $4,487-38.7% | $6,341-56.6% |
| Admin fee / account holder | $14,830 | $10,618+39.7% | $7,964+86.2% | $12,309+20.5% |