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 | $60,997 | $86,286-29.3% | $111,297-45.2% | $85,850-28.9% |
| Participation rate | 76.5% | 73.3%+3.1pp | 77.3%-0.8pp | 69.3%+7.2pp |
| Annual return | 19.06% | 19.99%-0.9pp | 54.65%-35.6pp | 318.53%-299.5pp |
| Employer contribution / active EE | $798 | $2,043-60.9% | $2,731-70.8% | $2,565-68.9% |
| Participant deferral / active EE | $2,802 | $3,641-23.0% | $4,487-37.6% | $3,952-29.1% |
| Admin fee / account holder | $706 | $8,188-91.4% | $7,964-91.1% | $6,260-88.7% |