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 | $59,812 | $89,753-33.4% | $107,525-44.4% | $84,808-29.5% |
| Participation rate | 93.5% | 68.1%+25.5pp | 75.1%+18.5pp | 68.3%+25.2pp |
| Annual return | 16.86% | 29.48%-12.6pp | 181.32%-164.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,380 | $3,113-55.7% | $3,754-63.2% | $2,631-47.6% |
| Participant deferral / active EE | $2,710 | $4,056-33.2% | $5,116-47.0% | $4,212-35.7% |
| Admin fee / account holder | $1,708 | $7,222-76.3% | $8,919-80.8% | $7,344-76.7% |