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 | $72,683 | $78,672-7.6% | $109,143-33.4% | $85,850-15.3% |
| Participation rate | 76.7% | 68.3%+8.5pp | 75.9%+0.9pp | 69.3%+7.4pp |
| Annual return | 16.93% | 25.09%-8.2pp | 25.75%-8.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,043 | $2,735-61.9% | $3,722-72.0% | $2,565-59.3% |
| Participant deferral / active EE | $2,812 | $3,467-18.9% | $4,653-39.6% | $3,952-28.9% |
| Admin fee / account holder | $4,109 | $5,469-24.9% | $6,752-39.1% | $6,260-34.4% |