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 | $53,677 | $91,190-41.1% | $178,490-69.9% | $79,858-32.8% |
| Participation rate | 87.9% | 69.2%+18.7pp | 81.9%+6.0pp | 69.6%+18.2pp |
| Annual return | 16.52% | 24.19%-7.7pp | 151.07%-134.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,331 | $3,256-59.1% | $5,011-73.4% | $2,471-46.1% |
| Participant deferral / active EE | $3,087 | $3,236-4.6% | $5,202-40.6% | $3,740-17.5% |
| Admin fee / account holder | $6,758 | $6,751+0.1% | $13,984-51.7% | $5,306+27.4% |