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 | $50,119 | $167,307-70.0% | $143,757-65.1% | $134,475-62.7% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | 3.42% | 0.46%+3.0pp | -0.04%+3.5pp | 417.96%-414.5pp |
| Employer contribution / active EE | $3,015 | $5,619-46.3% | $4,951-39.1% | $4,740-36.4% |
| Participant deferral / active EE | $2,725 | $6,446-57.7% | $5,637-51.7% | $6,400-57.4% |
| Admin fee / account holder | $471 | $18,088-97.4% | $14,673-96.8% | $11,426-95.9% |