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 | $46,757 | $98,240-52.4% | $82,313-43.2% | $147,584-68.3% |
| Participation rate | 95.2% | 79.7%+15.5pp | 76.9%+18.3pp | 82.8%+12.4pp |
| Annual return | 15.16% | 30.85%-15.7pp | 25.88%-10.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $620 | $3,192-80.6% | $2,428-74.5% | $4,876-87.3% |
| Participant deferral / active EE | $2,405 | $4,383-45.1% | $3,706-35.1% | $5,439-55.8% |
| Admin fee / account holder | $2,513 | $8,563-70.7% | $5,608-55.2% | $10,885-76.9% |