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 | $55,885 | $165,912-66.3% | $122,332-54.3% | $147,584-62.1% |
| Participation rate | 77.8% | 79.6%-1.8pp | 71.6%+6.1pp | 82.8%-5.1pp |
| Annual return | 19.66% | 34.55%-14.9pp | 30.27%-10.6pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,487 | $5,754-74.2% | $4,050-63.3% | $4,876-69.5% |
| Participant deferral / active EE | $2,285 | $4,005-43.0% | $3,287-30.5% | $5,439-58.0% |
| Admin fee / account holder | $12,048 | $7,424+62.3% | $5,478+119.9% | $10,885+10.7% |