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 | $59,990 | $86,286-30.5% | $111,297-46.1% | $85,850-30.1% |
| Participation rate | 85.0% | 73.3%+11.7pp | 77.3%+7.7pp | 69.3%+15.7pp |
| Annual return | 11.07% | 19.99%-8.9pp | 54.65%-43.6pp | 318.53%-307.5pp |
| Employer contribution / active EE | $2,123 | $2,043+3.9% | $2,731-22.3% | $2,565-17.2% |
| Participant deferral / active EE | $4,279 | $3,641+17.5% | $4,487-4.6% | $3,952+8.3% |
| Admin fee / account holder | $3,504 | $8,188-57.2% | $7,964-56.0% | $6,260-44.0% |