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 | $78,138 | $89,355-12.6% | $141,162-44.6% | $72,985+7.1% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 21.76% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,302 | $3,114-26.1% | $4,735-51.4% | $2,440-5.7% |
| Participant deferral / active EE | $4,832 | $5,418-10.8% | $6,709-28.0% | $3,607+34.0% |
| Admin fee / account holder | $5,840 | $5,958-2.0% | $10,261-43.1% | $5,124+14.0% |