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 | $69,142 | $111,754-38.1% | $103,333-33.1% | $145,922-52.6% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 20.66% | 24.77%-4.1pp | 24.88%-4.2pp | 561.29%-540.6pp |
| Employer contribution / active EE | $1,589 | $4,212-62.3% | $3,868-58.9% | $4,660-65.9% |
| Participant deferral / active EE | $3,738 | $5,619-33.5% | $5,057-26.1% | $6,688-44.1% |
| Admin fee / account holder | $324 | $9,750-96.7% | $8,355-96.1% | $13,397-97.6% |