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 | $52,750 | $59,101-10.7% | $77,163-31.6% | $75,163-29.8% |
| Participation rate | 96.7% | 63.9%+32.8pp | 69.6%+27.1pp | 67.2%+29.5pp |
| Annual return | 16.13% | 26.71%-10.6pp | 37.87%-21.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,542 | $1,995-22.7% | $2,535-39.2% | $2,670-42.3% |
| Participant deferral / active EE | $3,674 | $2,999+22.5% | $3,833-4.1% | $4,125-10.9% |
| Admin fee / account holder | $3,307 | $4,774-30.7% | $5,472-39.6% | $5,651-41.5% |