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 | $60,983 | $95,416-36.1% | $185,823-67.2% | $85,850-29.0% |
| Participation rate | 72.7% | 68.8%+4.0pp | 81.7%-9.0pp | 69.3%+3.4pp |
| Annual return | 21.64% | 23.59%-1.9pp | 122.05%-100.4pp | 318.53%-296.9pp |
| Employer contribution / active EE | $1,183 | $3,314-64.3% | $5,167-77.1% | $2,565-53.9% |
| Participant deferral / active EE | $2,170 | $3,423-36.6% | $5,568-61.0% | $3,952-45.1% |
| Admin fee / account holder | $1,004 | $7,213-86.1% | $16,237-93.8% | $6,260-84.0% |