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 | $58,878 | $185,822-68.3% | $169,993-65.4% | $139,434-57.8% |
| Participation rate | 91.3% | 87.8%+3.5pp | 87.0%+4.3pp | 80.3%+11.0pp |
| Annual return | 15.54% | 60.50%-45.0pp | 53.37%-37.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,855 | $7,590-62.4% | $6,785-57.9% | $4,751-39.9% |
| Participant deferral / active EE | $5,003 | $11,622-57.0% | $10,408-51.9% | $6,710-25.4% |
| Admin fee / account holder | $2,002 | $15,381-87.0% | $12,815-84.4% | $11,403-82.4% |