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 | $58,187 | $124,281-53.2% | $109,143-46.7% | $167,490-65.3% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 10.26% | 26.04%-15.8pp | 25.75%-15.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $2,972 | $4,207-29.4% | $3,722-20.2% | $4,837-38.6% |
| Participant deferral / active EE | $7,405 | $5,255+40.9% | $4,653+59.1% | $6,341+16.8% |
| Admin fee / account holder | $1,181 | $7,970-85.2% | $6,752-82.5% | $12,309-90.4% |