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 | $57,564 | $78,705-26.9% | $117,854-51.2% | $70,131-17.9% |
| Participation rate | 88.7% | 73.2%+15.5pp | 79.7%+9.0pp | 69.5%+19.1pp |
| Annual return | 16.36% | 23.30%-6.9pp | 335.08%-318.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $688 | $2,223-69.1% | $3,786-81.8% | $2,342-70.6% |
| Participant deferral / active EE | $1,853 | $3,297-43.8% | $4,482-58.6% | $3,332-44.4% |
| Admin fee / account holder | $2,061 | $5,065-59.3% | $8,020-74.3% | $4,645-55.6% |