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 | $57,824 | $65,041-11.1% | $90,951-36.4% | $79,858-27.6% |
| Participation rate | 74.2% | 61.6%+12.6pp | 69.0%+5.2pp | 69.6%+4.6pp |
| Annual return | 14.72% | 30.45%-15.7pp | 134.60%-119.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,386 | $1,247+11.2% | $2,122-34.7% | $2,471-43.9% |
| Participant deferral / active EE | $3,185 | $2,512+26.8% | $3,373-5.6% | $3,740-14.8% |
| Admin fee / account holder | $2,431 | $4,536-46.4% | $5,959-59.2% | $5,306-54.2% |