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 | $61,286 | $71,050-13.7% | $93,606-34.5% | $80,856-24.2% |
| Participation rate | 70.7% | 60.4%+10.3pp | 68.7%+2.0pp | 67.6%+3.1pp |
| Annual return | 10.73% | 11.26%-0.5pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,223 | $4,034+4.7% | $4,411-4.3% | $4,296-1.7% |
| Admin fee / account holder | $10,277 | $6,945+48.0% | $8,285+24.0% | $6,918+48.6% |