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 | $48,352 | $89,753-46.1% | $107,525-55.0% | $84,808-43.0% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 16.45% | 29.48%-13.0pp | 181.32%-164.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,821 | $3,113-41.5% | $3,754-51.5% | $2,631-30.8% |
| Participant deferral / active EE | $3,323 | $4,056-18.1% | $5,116-35.0% | $4,212-21.1% |
| Admin fee / account holder | $999 | $7,222-86.2% | $8,919-88.8% | $7,344-86.4% |