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 | $69,640 | $89,753-22.4% | $107,525-35.2% | $84,808-17.9% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 22.90% | 29.48%-6.6pp | 181.32%-158.4pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,735 | $3,113-44.3% | $3,754-53.8% | $2,631-34.0% |
| Participant deferral / active EE | $3,601 | $4,056-11.2% | $5,116-29.6% | $4,212-14.5% |
| Admin fee / account holder | $2,731 | $7,222-62.2% | $8,919-69.4% | $7,344-62.8% |