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 | $58,199 | $65,041-10.5% | $90,951-36.0% | $79,858-27.1% |
| Participation rate | 71.4% | 61.6%+9.8pp | 69.0%+2.4pp | 69.6%+1.8pp |
| Annual return | 26.95% | 30.45%-3.5pp | 134.60%-107.7pp | 31.71%-4.8pp |
| Employer contribution / active EE | $1,105 | $1,247-11.4% | $2,122-47.9% | $2,471-55.3% |
| Participant deferral / active EE | $3,651 | $2,512+45.4% | $3,373+8.3% | $3,740-2.4% |
| Admin fee / account holder | $1,935 | $4,536-57.3% | $5,959-67.5% | $5,306-63.5% |