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 | $56,014 | $112,096-50.0% | $95,952-41.6% | $158,922-64.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 19.16% | 171.09%-151.9pp | 91.61%-72.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,134 | $3,198-64.5% | $2,541-55.4% | $4,761-76.2% |
| Participant deferral / active EE | $3,146 | $4,784-34.2% | $4,167-24.5% | $5,982-47.4% |
| Admin fee / account holder | $790 | $10,130-92.2% | $6,795-88.4% | $11,246-93.0% |