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 | $67,612 | $89,355-24.3% | $141,162-52.1% | $72,985-7.4% |
| Participation rate | 82.9% | 75.1%+7.7pp | 82.5%+0.4pp | 69.5%+13.4pp |
| Annual return | 33.17% | 111.85%-78.7pp | 71.39%-38.2pp | 81.00%-47.8pp |
| Employer contribution / active EE | $1,691 | $3,114-45.7% | $4,735-64.3% | $2,440-30.7% |
| Participant deferral / active EE | $4,887 | $5,418-9.8% | $6,709-27.2% | $3,607+35.5% |
| Admin fee / account holder | $2,696 | $5,958-54.7% | $10,261-73.7% | $5,124-47.4% |