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 | $50,544 | $85,766-41.1% | $136,294-62.9% | $70,131-27.9% |
| Participation rate | 78.5% | 74.2%+4.3pp | 81.9%-3.4pp | 69.5%+9.0pp |
| Annual return | 15.00% | 31.45%-16.5pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,418 | $2,966-52.2% | $4,695-69.8% | $2,342-39.5% |
| Participant deferral / active EE | $2,887 | $5,051-42.8% | $6,247-53.8% | $3,332-13.3% |
| Admin fee / account holder | $994 | $5,420-81.7% | $9,243-89.2% | $4,645-78.6% |