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 | $90,346 | $53,822+67.9% | $75,696+19.4% | $85,850+5.2% |
| Participation rate | 80.0% | 69.1%+10.9pp | 74.8%+5.2pp | 69.3%+10.7pp |
| Annual return | 17.86% | 24.54%-6.7pp | 104.53%-86.7pp | 318.53%-300.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,974 | $2,895+106.4% | $3,821+56.3% | $3,952+51.2% |
| Admin fee / account holder | $3,925 | $3,343+17.4% | $3,619+8.5% | $6,260-37.3% |