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 | $57,552 | $79,944-28.0% | $98,439-41.5% | $75,163-23.4% |
| Participation rate | 84.0% | 70.4%+13.6pp | 75.2%+8.8pp | 67.2%+16.8pp |
| Annual return | 14.04% | 19.75%-5.7pp | 21.16%-7.1pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,999 | $2,264-11.7% | $3,048-34.4% | $2,670-25.1% |
| Participant deferral / active EE | $3,587 | $3,752-4.4% | $4,738-24.3% | $4,125-13.0% |
| Admin fee / account holder | $3,509 | $6,840-48.7% | $8,948-60.8% | $5,651-37.9% |