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 | $45,930 | $86,286-46.8% | $111,297-58.7% | $85,850-46.5% |
| Participation rate | 83.8% | 73.3%+10.5pp | 77.3%+6.5pp | 69.3%+14.5pp |
| Annual return | 15.45% | 19.99%-4.5pp | 54.65%-39.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,456 | $2,043-28.8% | $2,731-46.7% | $2,565-43.2% |
| Participant deferral / active EE | $2,548 | $3,641-30.0% | $4,487-43.2% | $3,952-35.5% |
| Admin fee / account holder | $1,459 | $8,188-82.2% | $7,964-81.7% | $6,260-76.7% |