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 | $50,112 | $99,877-49.8% | $84,966-41.0% | $145,922-65.7% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 9.83% | 83.76%-73.9pp | 66.38%-56.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,432 | $3,231-55.7% | $2,727-47.5% | $4,660-69.3% |
| Participant deferral / active EE | $1,921 | $5,291-63.7% | $4,519-57.5% | $6,688-71.3% |
| Admin fee / account holder | $1,477 | $7,248-79.6% | $6,149-76.0% | $13,397-89.0% |