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 | $48,750 | $53,127-8.2% | $86,590-43.7% | $70,131-30.5% |
| Participation rate | 88.6% | 65.3%+23.3pp | 73.5%+15.0pp | 69.5%+19.0pp |
| Annual return | 16.13% | 27.66%-11.5pp | 964.84%-948.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $420 | $2,068-79.7% | $2,839-85.2% | $2,342-82.1% |
| Participant deferral / active EE | $2,332 | $2,696-13.5% | $3,609-35.4% | $3,332-30.0% |
| Admin fee / account holder | $10,343 | $3,585+188.5% | $4,906+110.8% | $4,645+122.7% |