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 | $74,371 | $99,985-25.6% | $146,665-49.3% | $85,850-13.4% |
| Participation rate | 79.5% | 73.1%+6.5pp | 80.1%-0.5pp | 69.3%+10.2pp |
| Annual return | 17.50% | 18.93%-1.4pp | 22.74%-5.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $827 | $2,559-67.7% | $4,136-80.0% | $2,565-67.8% |
| Participant deferral / active EE | $3,316 | $4,006-17.2% | $5,506-39.8% | $3,952-16.1% |
| Admin fee / account holder | $1,020 | $7,702-86.8% | $10,280-90.1% | $6,260-83.7% |