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 | $57,532 | $183,519-68.7% | $155,509-63.0% | $145,922-60.6% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 12.95% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,408 | $5,313-73.5% | $4,672-69.9% | $4,660-69.8% |
| Participant deferral / active EE | $3,840 | $6,462-40.6% | $5,626-31.8% | $6,688-42.6% |
| Admin fee / account holder | $2,469 | $19,313-87.2% | $15,912-84.5% | $13,397-81.6% |