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 | $54,984 | $179,726-69.4% | $156,263-64.8% | $142,382-61.4% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.9%+11.6pp | 80.1%+10.4pp |
| Annual return | 13.76% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,052 | $5,069-59.5% | $4,333-52.6% | $4,299-52.3% |
| Participant deferral / active EE | $4,474 | $6,956-35.7% | $6,158-27.4% | $6,507-31.3% |
| Admin fee / account holder | $7,533 | $17,272-56.4% | $14,255-47.2% | $12,624-40.3% |