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 | $89,244 | $54,705+63.1% | $71,209+25.3% | $84,808+5.2% |
| Participation rate | 74.5% | 64.1%+10.4pp | 73.8%+0.7pp | 68.3%+6.2pp |
| Annual return | 14.89% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,423 | $2,158-34.1% | $2,721-47.7% | $2,631-45.9% |
| Participant deferral / active EE | $2,687 | $3,030-11.3% | $4,175-35.6% | $4,212-36.2% |
| Admin fee / account holder | $2,198 | $4,863-54.8% | $5,349-58.9% | $7,344-70.1% |