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 | $74,987 | $183,519-59.1% | $155,509-51.8% | $145,922-48.6% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 9.42% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,704 | $5,313-67.9% | $4,672-63.5% | $4,660-63.4% |
| Participant deferral / active EE | $3,558 | $6,462-44.9% | $5,626-36.8% | $6,688-46.8% |
| Admin fee / account holder | $1,201 | $19,313-93.8% | $15,912-92.5% | $13,397-91.0% |