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 | $69,800 | $56,053+24.5% | $75,972-8.1% | $80,856-13.7% |
| Participation rate | 87.0% | 62.0%+24.9pp | 69.1%+17.9pp | 67.6%+19.3pp |
| Annual return | 13.23% | 20.53%-7.3pp | 359.55%-346.3pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,708 | $1,874-8.9% | $2,685-36.4% | $2,755-38.0% |
| Participant deferral / active EE | $2,800 | $3,052-8.2% | $4,255-34.2% | $4,296-34.8% |
| Admin fee / account holder | $3,121 | $5,234-40.4% | $6,467-51.7% | $6,918-54.9% |