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 | $69,272 | $176,812-60.8% | $146,665-52.8% | $167,490-58.6% |
| Participation rate | 94.4% | 83.6%+10.8pp | 80.1%+14.4pp | 82.1%+12.3pp |
| Annual return | 14.53% | 24.03%-9.5pp | 22.74%-8.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,944 | $5,160-62.3% | $4,136-53.0% | $4,837-59.8% |
| Participant deferral / active EE | $3,162 | $6,440-50.9% | $5,506-42.6% | $6,341-50.1% |
| Admin fee / account holder | $1,947 | $13,259-85.3% | $10,280-81.1% | $12,309-84.2% |