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 | $46,059 | $113,339-59.4% | $94,993-51.5% | $147,584-68.8% |
| Participation rate | 70.0% | 78.0%-8.0pp | 73.9%-3.9pp | 82.8%-12.8pp |
| Annual return | 14.73% | 20.77%-6.0pp | 27.12%-12.4pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,493 | $3,160-52.7% | $2,603-42.6% | $4,876-69.4% |
| Participant deferral / active EE | $3,042 | $3,777-19.5% | $3,317-8.3% | $5,439-44.1% |
| Admin fee / account holder | $10,239 | $6,063+68.9% | $4,960+106.4% | $10,885-5.9% |