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 | $50,323 | $154,117-67.3% | $129,995-61.3% | $139,434-63.9% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 12.71% | 32.48%-19.8pp | -137.18%+149.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,843 | $5,289-46.3% | $4,320-34.2% | $4,751-40.2% |
| Participant deferral / active EE | $4,056 | $6,710-39.6% | $5,820-30.3% | $6,710-39.6% |
| Admin fee / account holder | $531 | $14,007-96.2% | $10,614-95.0% | $11,403-95.3% |