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 | $56,238 | $53,822+4.5% | $75,696-25.7% | $85,850-34.5% |
| Participation rate | 82.9% | 69.1%+13.9pp | 74.8%+8.1pp | 69.3%+13.6pp |
| Annual return | 18.08% | 24.54%-6.5pp | 104.53%-86.5pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,672 | $2,017+32.5% | $2,743-2.6% | $2,565+4.2% |
| Participant deferral / active EE | $7,931 | $2,895+173.9% | $3,821+107.5% | $3,952+100.7% |
| Admin fee / account holder | $2,746 | $3,343-17.8% | $3,619-24.1% | $6,260-56.1% |