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 | $55,516 | $109,982-49.5% | $97,226-42.9% | $145,922-62.0% |
| Participation rate | 70.0% | 75.9%-5.9pp | 72.7%-2.7pp | 80.3%-10.3pp |
| Annual return | 7.74% | 242.90%-235.2pp | 75.13%-67.4pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,449 | $3,084-53.0% | $2,729-46.9% | $4,660-68.9% |
| Participant deferral / active EE | $1,302 | $4,676-72.2% | $4,264-69.5% | $6,688-80.5% |
| Admin fee / account holder | $1,803 | $6,221-71.0% | $5,654-68.1% | $13,397-86.5% |