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 | $59,320 | $103,376-42.6% | $87,100-31.9% | $152,861-61.2% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 16.27% | 28.10%-11.8pp | 28.19%-11.9pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,273 | $3,220-60.5% | $2,521-49.5% | $4,762-73.3% |
| Participant deferral / active EE | $3,514 | $4,778-26.4% | $4,049-13.2% | $5,850-39.9% |
| Admin fee / account holder | $4,779 | $12,205-60.8% | $7,497-36.2% | $11,596-58.8% |