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 | $59,506 | $95,416-37.6% | $185,823-68.0% | $85,850-30.7% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 19.06% | 23.59%-4.5pp | 122.05%-103.0pp | 318.53%-299.5pp |
| Employer contribution / active EE | $882 | $3,314-73.4% | $5,167-82.9% | $2,565-65.6% |
| Participant deferral / active EE | $4,560 | $3,423+33.2% | $5,568-18.1% | $3,952+15.4% |
| Admin fee / account holder | $1,505 | $7,213-79.1% | $16,237-90.7% | $6,260-76.0% |