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 | $53,034 | $228,332-76.8% | $185,823-71.5% | $158,922-66.6% |
| Participation rate | 94.1% | 82.3%+11.8pp | 78.0%+16.1pp | 82.0%+12.2pp |
| Annual return | 13.67% | 40.80%-27.1pp | 35.95%-22.3pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,413 | $4,967-71.6% | $4,087-65.4% | $4,761-70.3% |
| Participant deferral / active EE | $4,394 | $6,415-31.5% | $5,632-22.0% | $5,982-26.6% |
| Admin fee / account holder | $2,807 | $11,864-76.3% | $9,500-70.5% | $11,246-75.0% |