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 | $69,153 | $149,734-53.8% | $118,925-41.9% | $158,922-56.5% |
| Participation rate | 92.3% | 82.1%+10.2pp | 75.4%+16.9pp | 82.0%+10.3pp |
| Annual return | 11.59% | 19.95%-8.4pp | 35.88%-24.3pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,241 | $4,115-69.8% | $3,263-62.0% | $4,761-73.9% |
| Participant deferral / active EE | $2,360 | $5,223-54.8% | $4,265-44.7% | $5,982-60.5% |
| Admin fee / account holder | $500 | $8,603-94.2% | $6,581-92.4% | $11,246-95.6% |