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 | $99,925 | $149,734-33.3% | $118,925-16.0% | $158,922-37.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 75.4%+16.3pp | 82.0%+9.7pp |
| Annual return | 11.11% | 19.95%-8.8pp | 35.88%-24.8pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,591 | $4,115-61.3% | $3,263-51.2% | $4,761-66.6% |
| Participant deferral / active EE | $3,664 | $5,223-29.9% | $4,265-14.1% | $5,982-38.8% |
| Admin fee / account holder | $1,841 | $8,603-78.6% | $6,581-72.0% | $11,246-83.6% |