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 | $64,345 | $144,119-55.4% | $117,854-45.4% | $147,584-56.4% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | 11.26% | 531.15%-519.9pp | 335.08%-323.8pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,328 | $4,896-72.9% | $3,786-64.9% | $4,876-72.8% |
| Participant deferral / active EE | $2,691 | $5,316-49.4% | $4,482-40.0% | $5,439-50.5% |
| Admin fee / account holder | $5,011 | $10,886-54.0% | $8,020-37.5% | $10,885-54.0% |