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 | $47,319 | $65,041-27.2% | $90,951-48.0% | $79,858-40.7% |
| Participation rate | 90.3% | 61.6%+28.7pp | 69.0%+21.3pp | 69.6%+20.7pp |
| Annual return | 25.58% | 30.45%-4.9pp | 134.60%-109.0pp | 31.71%-6.1pp |
| Employer contribution / active EE | $751 | $1,247-39.8% | $2,122-64.6% | $2,471-69.6% |
| Participant deferral / active EE | $2,287 | $2,512-9.0% | $3,373-32.2% | $3,740-38.9% |
| Admin fee / account holder | $4,352 | $4,536-4.1% | $5,959-27.0% | $5,306-18.0% |