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 | $48,762 | $140,940-65.4% | $112,229-56.6% | $139,434-65.0% |
| Participation rate | 73.3% | 79.2%-5.9pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 10.72% | 32.71%-22.0pp | 30.20%-19.5pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,862 | $4,283-56.5% | $3,430-45.7% | $4,751-60.8% |
| Participant deferral / active EE | $6,327 | $5,874+7.7% | $4,798+31.9% | $6,710-5.7% |
| Admin fee / account holder | $2,687 | $9,954-73.0% | $7,748-65.3% | $11,403-76.4% |