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 | $69,858 | $78,672-11.2% | $109,143-36.0% | $85,850-18.6% |
| Participation rate | 70.2% | 68.3%+1.9pp | 75.9%-5.7pp | 69.3%+0.9pp |
| Annual return | 15.37% | 25.09%-9.7pp | 25.75%-10.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,883 | $2,735-31.1% | $3,722-49.4% | $2,565-26.6% |
| Participant deferral / active EE | $4,021 | $3,467+16.0% | $4,653-13.6% | $3,952+1.7% |
| Admin fee / account holder | $1,160 | $5,469-78.8% | $6,752-82.8% | $6,260-81.5% |