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 | $67,656 | $107,791-37.2% | $90,645-25.4% | $135,375-50.0% |
| Participation rate | 94.4% | 78.0%+16.4pp | 74.0%+20.4pp | 82.6%+11.8pp |
| Annual return | 16.89% | -0.90%+17.8pp | 1.88%+15.0pp | 519.73%-502.8pp |
| Employer contribution / active EE | $1,667 | $3,018-44.8% | $2,532-34.2% | $4,779-65.1% |
| Participant deferral / active EE | $2,293 | $3,872-40.8% | $3,425-33.0% | $5,609-59.1% |
| Admin fee / account holder | $989 | $5,930-83.3% | $4,994-80.2% | $10,827-90.9% |