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 | $63,375 | $127,386-50.2% | $115,037-44.9% | $125,391-49.5% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | 4.84% | 31.28%-26.4pp | 26.14%-21.3pp | 282.22%-277.4pp |
| Employer contribution / active EE | $2,679 | $5,166-48.1% | $4,608-41.9% | $4,866-45.0% |
| Participant deferral / active EE | $4,286 | $6,423-33.3% | $6,026-28.9% | $5,352-19.9% |
| Admin fee / account holder | $5,532 | $9,516-41.9% | $8,175-32.3% | $9,540-42.0% |