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 | $45,685 | $81,248-43.8% | $155,509-70.6% | $80,856-43.5% |
| Participation rate | 92.5% | 66.2%+26.3pp | 78.2%+14.3pp | 67.6%+24.9pp |
| Annual return | 14.88% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,810 | $3,100-41.6% | $4,672-61.3% | $2,755-34.3% |
| Participant deferral / active EE | $4,304 | $3,452+24.7% | $5,626-23.5% | $4,296+0.2% |
| Admin fee / account holder | $4,615 | $7,997-42.3% | $15,912-71.0% | $6,918-33.3% |