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 | $61,194 | $118,427-48.3% | $66,042-7.3% | $142,382-57.0% |
| Participation rate | 82.6% | 68.1%+14.5pp | 67.5%+15.1pp | 80.1%+2.5pp |
| Annual return | 17.97% | 35.57%-17.6pp | 52.11%-34.1pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,577 | $2,570-38.6% | $1,579-0.2% | $4,299-63.3% |
| Participant deferral / active EE | $4,051 | $4,311-6.0% | $2,835+42.9% | $6,507-37.7% |
| Admin fee / account holder | $496 | $9,593-94.8% | $5,747-91.4% | $12,624-96.1% |