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 | $54,721 | $140,940-61.2% | $112,229-51.2% | $139,434-60.8% |
| Participation rate | 91.7% | 79.2%+12.5pp | 72.4%+19.2pp | 80.3%+11.3pp |
| Annual return | 17.94% | 32.71%-14.8pp | 30.20%-12.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $6,003 | $4,283+40.2% | $3,430+75.0% | $4,751+26.4% |
| Participant deferral / active EE | $3,191 | $5,874-45.7% | $4,798-33.5% | $6,710-52.4% |
| Admin fee / account holder | $1,670 | $9,954-83.2% | $7,748-78.4% | $11,403-85.4% |