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 | $71,145 | $115,770-38.5% | $101,248-29.7% | $158,922-55.2% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 14.25% | 56.14%-41.9pp | 46.47%-32.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,931 | $4,175-53.7% | $3,660-47.2% | $4,761-59.4% |
| Participant deferral / active EE | $2,187 | $4,957-55.9% | $4,370-49.9% | $5,982-63.4% |
| Admin fee / account holder | $531 | $7,245-92.7% | $5,945-91.1% | $11,246-95.3% |