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 | $53,346 | $53,822-0.9% | $75,696-29.5% | $85,850-37.9% |
| Participation rate | 84.2% | 69.1%+15.1pp | 74.8%+9.4pp | 69.3%+14.9pp |
| Annual return | 13.42% | 24.54%-11.1pp | 104.53%-91.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,092 | $2,017-45.9% | $2,743-60.2% | $2,565-57.4% |
| Participant deferral / active EE | $3,379 | $2,895+16.7% | $3,821-11.6% | $3,952-14.5% |
| Admin fee / account holder | $3,117 | $3,343-6.7% | $3,619-13.9% | $6,260-50.2% |