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 | $56,491 | $78,705-28.2% | $117,854-52.1% | $70,131-19.4% |
| Participation rate | 94.1% | 73.2%+20.9pp | 79.7%+14.5pp | 69.5%+24.6pp |
| Annual return | 17.13% | 23.30%-6.2pp | 335.08%-318.0pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,116 | $2,223-49.8% | $3,786-70.5% | $2,342-52.4% |
| Participant deferral / active EE | $1,717 | $3,297-47.9% | $4,482-61.7% | $3,332-48.5% |
| Admin fee / account holder | $1,299 | $5,065-74.4% | $8,020-83.8% | $4,645-72.0% |