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 | $55,071 | $109,413-49.7% | $156,263-64.8% | $84,808-35.1% |
| Participation rate | 75.9% | 72.7%+3.2pp | 78.9%-3.0pp | 68.3%+7.6pp |
| Annual return | 14.23% | 20.18%-6.0pp | 59.47%-45.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,488 | $4,590-24.0% | $6,158-43.4% | $4,212-17.2% |
| Admin fee / account holder | $2,790 | $9,357-70.2% | $14,255-80.4% | $7,344-62.0% |