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 | $75,162 | $70,669+6.4% | $169,368-55.6% | $75,1630% |
| Participation rate | 96.8% | 64.8%+32.0pp | 77.1%+19.6pp | 67.2%+29.6pp |
| Annual return | 22.10% | 36.36%-14.3pp | 405.60%-383.5pp | 160.62%-138.5pp |
| Employer contribution / active EE | $574 | $2,211-74.0% | $4,013-85.7% | $2,670-78.5% |
| Participant deferral / active EE | $3,975 | $4,311-7.8% | $6,221-36.1% | $4,125-3.6% |
| Admin fee / account holder | $384 | $5,402-92.9% | $9,003-95.7% | $5,651-93.2% |