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 | $56,326 | $113,339-50.3% | $94,993-40.7% | $147,584-61.8% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 13.56% | 20.77%-7.2pp | 27.12%-13.6pp | 578.55%-565.0pp |
| Employer contribution / active EE | $786 | $3,160-75.1% | $2,603-69.8% | $4,876-83.9% |
| Participant deferral / active EE | $1,581 | $3,777-58.2% | $3,317-52.4% | $5,439-70.9% |
| Admin fee / account holder | $648 | $6,063-89.3% | $4,960-86.9% | $10,885-94.1% |