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 | $43,827 | $53,822-18.6% | $75,696-42.1% | $85,850-48.9% |
| Participation rate | 91.7% | 69.1%+22.6pp | 74.8%+16.8pp | 69.3%+22.4pp |
| Annual return | 16.60% | 24.54%-7.9pp | 104.53%-87.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,362 | $2,017-32.5% | $2,743-50.3% | $2,565-46.9% |
| Participant deferral / active EE | $7,556 | $2,895+161.0% | $3,821+97.7% | $3,952+91.2% |
| Admin fee / account holder | $3,102 | $3,343-7.2% | $3,619-14.3% | $6,260-50.4% |