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 | $61,089 | $152,587-60.0% | $125,175-51.2% | $152,861-60.0% |
| Participation rate | 84.2% | 83.3%+0.9pp | 79.8%+4.4pp | 82.4%+1.8pp |
| Annual return | 23.16% | 54.84%-31.7pp | 43.79%-20.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,379 | $4,946-72.1% | $3,865-64.3% | $4,762-71.0% |
| Participant deferral / active EE | $2,487 | $5,868-57.6% | $4,937-49.6% | $5,850-57.5% |
| Admin fee / account holder | $724 | $13,434-94.6% | $9,702-92.5% | $11,596-93.8% |