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 | $71,243 | $61,774+15.3% | $97,226-26.7% | $80,856-11.9% |
| Participation rate | 95.6% | 63.5%+32.1pp | 72.7%+22.9pp | 67.6%+27.9pp |
| Annual return | 13.54% | -557.90%+571.4pp | 75.13%-61.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,845 | $1,837+0.5% | $2,729-32.4% | $2,755-33.0% |
| Participant deferral / active EE | $3,425 | $3,029+13.1% | $4,264-19.7% | $4,296-20.3% |
| Admin fee / account holder | $1,374 | $5,166-73.4% | $5,654-75.7% | $6,918-80.1% |