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 | $61,467 | $133,922-54.1% | $116,228-47.1% | $142,382-56.8% |
| Participation rate | 86.4% | 77.9%+8.5pp | 74.6%+11.8pp | 80.1%+6.2pp |
| Annual return | 13.87% | 147.76%-133.9pp | 90.06%-76.2pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,239 | $3,446-64.0% | $2,994-58.6% | $4,299-71.2% |
| Participant deferral / active EE | $3,342 | $5,672-41.1% | $4,953-32.5% | $6,507-48.6% |
| Admin fee / account holder | $486 | $14,945-96.8% | $11,989-95.9% | $12,624-96.2% |