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 | $71,387 | $84,233-15.3% | $170,442-58.1% | $70,131+1.8% |
| Participation rate | 84.0% | 70.8%+13.2pp | 83.6%+0.4pp | 69.5%+14.5pp |
| Annual return | 17.07% | 23.06%-6.0pp | 205.93%-188.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,105 | $3,387-37.9% | $5,433-61.3% | $2,342-10.1% |
| Participant deferral / active EE | $4,613 | $3,086+49.5% | $4,939-6.6% | $3,332+38.5% |
| Admin fee / account holder | $352 | $5,698-93.8% | $13,880-97.5% | $4,645-92.4% |